Latest Financial Advisor jobs in Devon - JobisJob United Kingdom Mobile

22 Financial Advisor Jobs in Devon

Financial Advisor Premier Jobs UK - Tiverton, Devon, United Kingdom Our client has been established for over 40 years and is a thriving firm of Independent Financial Advisers. The business is experiencing excellent levels of growth from organic means and also from acquiring... Today
Financial Advisor IDEX Consulting Ltd - Exeter, United Kingdom Renowned for its reputation, the firm specialises in high-net-worth clients, with a strong emphasis on building long-term relationships. Joining this market-leading IFA offers exceptional earning potential... Yesterday
Independent Financial Advisor Clayton Davies - Exeter, United Kingdom Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Ensure that records... 12 days ago
Finance Director Teignbridge We are looking for an experienced Finance Director to join our Senior Leadership Team. This is a broad and strategic role, reporting to the Managing Director of Hotels with a dotted line to the shareholder... 125.00-150.00 day Yesterday
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- What are the roles and responsibilities for Financial Advisor?
- Understanding fiscal issues and providing guidance to clients are some of the many tasks of a Financial Advisor. A Consultant may research, analyse, forecast, sell financial products, develop strategies, prepare reports and perform many other fiscal related activities. Having certifications or being a part of professional associations is helpful to their career, like being a member of the Society for Financial Advisors (MSFA) or having a Certificate in Financial Planning (CFP).
  Professionals who have many years of service in the financial industry or an excellent record of accomplishment are more successful in this position. Clients will be quick to trust their expert advice based on those facts. Consultants with their own businesses work long, demanding hours to thrive in their jobs. They earn excellent salaries working with companies. One who sells many fiscal products earns even greater compensation.
  A Financial Advisor usually performs any of the following tasks:
  • Performing in-depth analysis
  • Meeting client requirements
  • Developing fiscal measures
  • Advising clients
  • Researching information related to financial products
  • Selling financial products
  • Negotiating sales targets
  • Communicating with financial services providers
  • Following market trends
  • Reporting on fiscal matters
  
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- What are the required skills for Financial Advisor?
- • Understanding complex information
  • Analysing financial data
  • Team building
  • Collaboration
  • Consistency
  • Proficiency
  • Professionalism
  • Adaptability
  • Research and analysis
  • Client confidentiality
  • Listening and communication
  • Record keeping
  • Using electronic and technological equipment and applications
  • Being trustworthy
  
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- Is my educational background ideal for Financial Advisor?
- A Financial Advisor should have no less than a Bachelor's Degree in Finance. Degrees in Economics, Statistics, Accounting or Mathematics are also acceptable. Other certifications that may be relevant to this position include:
  •    FPC 1, 2 and 3
  •    CAS
  •    QCA Level 4
  •    CII Diploma in Financial Planning
  •    Advanced Diploma or Associate's Degree
  •    ACA/ ACCA
  •    MBA
  •    Post-graduate Degrees
  
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Financial Advisor IDEX Consulting Ltd - Exeter, United Kingdom This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Uncapped Commission & Competitive Bonus Structure... 16 days ago
Financial Advisor IDEX Consulting Ltd - Exeter, United Kingdom This firm is renowned for its exceptional reputation and premium service, specialising in high-net-worth (HNW clients with a strong focus on long-term relationships. Having experienced impressive growth... 16 days ago
Financial Director Cathedral Appointments | South West Recruitment - Newton Abbot TQ12, Devon, South West As Finance Director, you’ll oversee all areas of financial planning, reporting, governance and team development. This is a hands-on leadership role requiring both strategic vision and operational excellence... 150.00-200.00 day 2 days ago
Associate Director - Energy Transition Investment Banker Brock & Decker - Exeter, United Kingdom We are looking to hire an Associate Director to support the continued growth of our Energy Transition advisory practice. Based in London, the successful candidate will lead transaction workstreams and... 5 days ago
Statutory Financial Reporting Accountant East Devon, England, United Kingdom Research and assist in the resolution and documentation of IFRS technical accounting issues; create new and update existing internal accounting policies to ensure it aligns to IFRS and to enhance internal... 6 days ago
Senior Wealth Manager James & Partners - Exeter, United Kingdom We are seeking Senior Wealth Managers and IFAs with an existing book of Assets Under Management (AUM) who are looking to expand their client base and enhance their investment offerings. This is an outstanding... 12 days ago

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