Latest Financial Advisor jobs in Downpatrick - JobisJob United Kingdom Mobile

18 Financial Advisor Jobs in Downpatrick

Accountancy Practice -Tax Manager (Great Salary) VANRATH - Downpatrick If you think this role may be of interest to you, or you wish to discuss any other senior accountancy jobs in Northern Ireland, please apply via the link below or contact Emma Jayne Bowen at VANRATH or... 50000.0 28 days ago
Financial Advisor NFU Mutual (Agency) - Lisburn, Northern Ireland, United Kingdom Certified Function This role is subject to certification for MSIL due to being identified as: Function Requiring Qualification A person carrying out a role that requires a regulatory qualification as defined... 8 days ago
Financial Advisor NFU Mutual - Belfast Youll develop strong customer relationships from warm leads, with a range of customers from small investors to high net worth individuals. Youll also continue our tradition of providing excellent personal... 17 days ago
Independent Financial Advisor Belfast, Northern Ireland, United Kingdom Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their... 16 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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Advice Specialist (Financial Advisor) HUB Group - Belfast Destination Retirement is a digital ground breaking and innovative financial planning and advice service that can paint a picture of what an individual’s life after work could look like. Destination Retirement... £40,000 - £50,000 A Competitive Salary, Pension Scheme and Life Assurance 21 days ago
Financial Services Administrator

Brook Street
Belfast, County Antrim, United Kingdom * Organising client files for meetings, preparation of valuations and product research Our client has been in operation for a number of years and has a very good name in the financial services industry... 15 days ago
Financial Services Administrator Career Wallet - Belfast, Other, United Kingdom The Financial Administrator would be recruited to supplement their already established team. 9 days ago
Financial Services Administrator Honeycomb Jobs Limited - Belfast This is a highly successful practice who provide Financial Advice to a rapidly growing client base. Having an excellent reputation within Belfast, they have seen a considerable growth in recent months... 28000.0 10 days ago
FP&A Manager Belfast, Northern Ireland, United Kingdom Collaborate with cross-functional teams to provide financial insights, identify opportunities for operational efficiencies, and drive business performance improvements Lead various ad hoc financial analysis... 10 days ago
Qualified/Part-Qualified Accountant – MRP Belfast, Northern Ireland, United Kingdom Our Finance Department provides group wide corporate support to property investment and development companies. Reporting directly into a Finance Manager, your primary responsibility will be preparing financial... 13 days ago

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