Latest Financial Advisor jobs in Dorchester - JobisJob United Kingdom Mobile

7 Financial Advisor Jobs in Dorchester

Financial Advisor Poundbury Wealth Management - Dorchester, South West England, England If you are passionate about helping individuals achieve their financial aspirations and possess the necessary skills and qualifications, we invite you to apply for this rewarding opportunity as a Financial... £36K - £150K (Employer Est.) 6 days ago
Independent Financial Advisor Clayton Davies - Bournemouth, 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
Financial Advisor IDEX Consulting Ltd - Bournemouth, 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
Finance Business Partner 4Com - Bournemouth BH1, Dorset, South West 4Com Technologies Limited is committed to promoting equal opportunities in employment. Any job applicants will receive equal treatment in the recruitment process and 4Com Technologies Limited will not... 100.00-125.00 day 3 days ago
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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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Associate Director - Energy Transition Investment Banker Brock & Decker - Bournemouth, 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
Senior Wealth Manager James & Partners - Bournemouth, 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
Trainee Mortgage Advisor CONNELLS GROUP - Weymouth You will be tasked with delivering our industry leading levels of client care and service and helping each client find the solution that best suits their individual needs and circumstances so they come... 8 days ago

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