Latest Financial Advisor jobs in Exeter - JobisJob United Kingdom Mobile

21 Financial Advisor Jobs in Exeter

Financial Advisor IDEX Consulting Ltd - Exeter, United Kingdom This firm provides a comprehensive range of financial planning services, including wealth management, retirement planning, estate and inheritance planning, tax-efficient strategies, and business financial... Yesterday
Independent Financial Advisor Clayton Davies - Exeter, 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... 12 days ago
Accounts Senior TN United Kingdom - Exeter EX4, Devon, South West As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests... 80.00-100.00 day 17 days ago
Financial Advisor IDEX Consulting Ltd - Exeter, 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... 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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Financial Advisor IDEX Consulting Ltd - Exeter, United Kingdom I’m excited to be partnering with a prestigious independent financial advice firm. They are seeking an experienced Financial Planner to join their growing team in their Plymouth office. This is an exceptional... 16 days ago
IFA Client Administrator Premier Financial Planning Ltd - Exeter, England Premier Financial Planning Ltd is an award-winning team of Mortgage & Financial Planners spreading across the south of England. The role will be working in our Exeter office, helping provide financial... £25K (Employer Est.) 6 days ago
Associate Director - Energy Transition Investment Banker Brock & Decker - Exeter, 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... 5 days ago
Senior Wealth Manager James & Partners - Exeter, United Kingdom James & Partners are proud to represent a leading multinational external wealth management company with a strong global presence across the US, UK, Switzerland, Malta, Dubai (DIFC), Singapore, and Kuala... 12 days ago
IFA Administrator RG Ltd - Exeter, England We are a well-established and respected financial services firm providing high-quality advice and support to a loyal client base. With a strong presence in the Southwest, we are proud of our longstanding... £27K - £35K (Employer Est.) 12 days ago
IFA Client Administrator Evelyn Partners - Exeter, England Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on... £24K - £28K (Glassdoor Est.) 20 days ago

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