Latest Financial Advisor jobs in Durham - JobisJob United Kingdom Mobile

19 Financial Advisor Jobs in Durham

Financial Advisor newcastle upon tyne, england, United Kingdom The business is looking for Financial Advisors who are minimum level 4 qualified and have advisory experience with a background of paraplanning, trainee advisory roles or perhaps a movement from mortgage... 4 days ago
Commissioned Financial Advisor (Newcastle) newcastle upon tyne, england, United Kingdom The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit... 8 days ago
Finance Manager Connectment - Newcastle upon Tyne, Tyne & Wear, United Kingdom Entering Year 2 of their 3-year strategic plan; it’s an exciting time for the Board of Trustees, Senior Leadership team, staff and volunteers to shape the future of service delivery for the local community... £34000 - £38000/annum Exceptional Benefits + Hybrid 4 days ago
Independent Financial Advisor Recruit UK | Certified B CorpTM - Stockton-on-Tees, United Kingdom They work side-by-side with their clients as their trusted planner to understand their needs and individual circumstances. They adopt and apply highly disciplined client-focused management processes, with... 5 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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Operations Manager/T&C Supervisor Tempest Jones Recruitment - Newcastle upon Tyne NE1, Tyne and Wear, North East Our client is a growing Independent Financial Advisor (IFA) practice north of Newcastle and they are now seeking a highly skilled and experienced Operations Manager/T&C Supervisor to oversee the practice’s... 23 days ago
Financial Close Manager Newcastle Building Society - Newcastle upon Tyne, United Kingdom The role involves direct management of the financial close process for the Group including the month end process, consolidations, and reconciliations, with additional management oversight of the Group... 5 days ago
Trainee Paraplanner Meraki Talent Ltd - Newcastle upon Tyne, United Kingdom Meraki Talent is thrilled to be working on an excellent opportunity with a leading financial services firm based in Newcastle. You will be joining an expanding team in Newcastle as a Trainee Paraplanner... 5 days ago
Mortgage and Protection Advisor Rayner Personnel - Newcastle, United Kingdom Are you a driven and fully qualified Mortgage & Protection Advisor who wants the freedom of self-employment, whilst enjoying the benefits of a qualified lead source from a market leading estate agency... £60000 - £100000/annum £30k basic OTE £60k 18 days ago
Commissioned Financial Advisor (JS Drakensberg) newcastle upon tyne, england, United Kingdom The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing "fit... 26 days ago
Mortgage and Protection Advisor GCB Recruitment - Stockton-on-Tees, United Kingdom We would require the successful candidate to possess Full CeMAP, CAS Status. For an advisor who wishes to offer equity release, CeRER qualification would be required, (This would be optional as they’re... £25000 - £50000/annum 20 days ago

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