Latest Financial Advisor jobs in Dunfermline - JobisJob United Kingdom Mobile

32 Financial Advisor Jobs in Dunfermline

Head of Finance Dunfermline, Scotland, United Kingdom Coach and partner with colleagues from across the Society, ensuring that there is engagement and understanding of our key financial processes; including supporting any training and development initiatives... More than 30 days ago
Financial Advisor Heat Recruitment - Dalkeith EH22, Midlothian, Scotland Transition and grow your client portfolio within a supportive, well-resourced team Chartered Financial Advisor - Edinburgh/Glasgow - up to £100,000+bonus Ability to bring or build a client bank within... 100000.00-100000.00 annum Yesterday
Paraplanner Be-Resourcing - Edinburgh, United Kingdom Strong understanding of financial products and services, including investments, pensions, and protection. Excellent analytical and research skills to support the preparation of high-quality reports Strong... £35000 - £40000/annum Yesterday
Financial Advisor Recruit UK | Certified B CorpTM - Edinburgh, United Kingdom This is a UK wide company, offering financial planning and wealth management advice. They provide independent financial advice. Excellent Benefits: DIS, Flex Bens, + 5% Pension contribution Industry: Financial... 12 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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Financial Advisor - Edinburgh/Glasgow - up to £100,000 Heat Recruitment - Edinburgh, United Kingdom Provide bespoke, FCA-compliant financial advice to HNW clients Ability to bring or build a client bank within a reputable brand Chartered Financial Advisor - Fast-Growing Wealth Firm Chartered Financial... 6 days ago
Financial Inclusion Advisor, Jim Walker Partnership Centre - Bathgate, 492.57 West Lothian Council - Bathgate Partnership South Bridge Street Bathgate, EH48 1TS This post is considered Regulated Work with children and/or protected adults under the Protection of Vulnerable Groups (PVG) Scotland Act 2007. From 28 February 2011 preferred candidates will be required... £33,298 - £36,020 per year 2 days ago
Independent Financial Advisor Eden Scott - Edinburgh, United Kingdom In the job you will be servicing your book of business along with dealing with new business due to their reputation, ties and referrals. Average size of cases vary including higher net worth private clients... 12 days ago
Independent Financial Advisor Clayton Davies - Edinburgh, United Kingdom Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice. Provide fully holistic independent whole... 13 days ago
Trainee Financial Advisor - Dubai Based Acuma - Independent Financial Advice - Edinburgh EH1, City of Edinburgh, Scotland Are you ready to build a rewarding career in financial advisory? At Acuma, we provide the ideal platform for ambitious individuals to thrive in the dynamic, fast-paced world of global financial planning... 80.00-100.00 day 21 days ago
Trainee Financial Advisor - Dubai Based Acuma - Independent Financial Advice - Edinburgh, United Kingdom Candidates looking for positions in accountancy, analytics, bookkeeping, or other numerically-focused roles. This opportunity is tailored for those who thrive in a dynamic, client-facing, performance-driven... 12 days ago

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