Latest Financial Advisor jobs in Ely - JobisJob United Kingdom Mobile

29 Financial Advisor Jobs in Ely

Care and Compliance Manager Swift Staffing - Ely, England Our Client is looking for someone available for interview this Friday if possible, the potential candidate must be either a deputy manager in a residential care home for the elderly or a registered manager... £44K (Employer Est.) 18 days ago
Independent Financial Advisor Financial Divisions - Cambridge, United Kingdom Are you an experienced Wealth Planner or IFA ready to step into a role where you can truly thrive? Would you like to inherit a well-established portfolio of loyal, high-net-worth clients and be part of... 9 days ago
Independent Financial Advisor Clayton Davies - Cambridge, United Kingdom Our client, a successful wealth management firm, are looking for an Independent Financial Adviser to join the team. You will receive full paraplanning and administration support. Providing clients with... 11 days ago
Financial Advisor / Senior Wealth Planner, Cambridge, Up to £70,000 DOE + Bonus & Excellent B... Financial Divisions - Cambridge CB2, Cambridgeshire, Eastern About the Firm - Private Wealth Management My client is a leading Chartered Wealth Management firm delivering truly independent, bespoke financial advice to high-net-worth individuals, families, and business... 80.00-100.00 day 8 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 IDEX Consulting Ltd - Cambridge, United Kingdom An exciting opportunity has arisen for a Financial Advisor to join an award-winning national firm in a home-based capacity. This role offers the perfect blend of flexibility, career growth, and excellent... 15 days ago
Financial Controller JR United Kingdom - Soham CB7, Cambridgeshire, Eastern This is a newly created opportunity in a growing privately owned SME. We are looking for a commercially minded Finance number 1 who can support the MD by ensuring accurate accounting and strong commercial... 80.00-100.00 day 11 days ago
HFA Financial Advisor - Branch Huntington Bancshares, Inc. - Peterborough PE1, Cambridgeshire, Eastern The Huntington Financial Advisors group seeks professionals with the passion and drive to build long-lasting relationships with both existing and new clients. Our Financial Advisors partner closely with... 80.00-100.00 day 14 days ago
Associate Director - Energy Transition Investment Banker Brock & Decker - Cambridge, United Kingdom The firm is a leading independent investment banking advisory platform with a strong track record across the UK and European mid-market. We specialise in M&A and capital advisory for clients across infrastructure... 4 days ago
Trainee Financial Advisor - Cambridge TN United Kingdom - Cambridge CB2, Cambridgeshire, Eastern This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential knowledge in... 80.00-100.00 day 19 days ago
Senior Account Handler - Commerical TN United Kingdom - Newmarket CB8, Suffolk, Eastern The role holder will effectively manage the insurance and financial services business for Lycetts commercial clients and prospects, and will be responsible for supporting business development through the... 80.00-100.00 day 8 days ago

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