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Senior Paraplanner Brook Street UK - Belfast, County Antrim, Northern Ireland, UK Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based...
Independent Financial Advisor (Self-Employed) Lka People Ltd - Brierley Hill, West Midlands, West Midlands, West Midlands, UK As an Independent Financial Advisor (IFA), you will play a pivotal role in helping our clients make informed decisions regarding their financial matters. £40,000 8 days ago
Financial Advisor Allstaff Recruitment - St. Neots, Cambridgeshire, East Anglia, UK Summary of the Financial Advisor role Client meetings not provided 2 days ago
Financial Advisor Risk Free Recruitment Ltd - Glasgow, Glasgow City, United Kingdom * Provide financial advice and recommendations to clients based on their individual goals, financial situations, and risk tolerance. * Build and maintain strong relationships with clients based on trust... £70000 - £80000/annum Yesterday
Financial Advisor Day Webster - Hertfordshire, United Kingdom Stay updated on market trends, economic conditions, and regulatory changes that may impact clients' financial situations Reviewing clients' needs and providing tailored financial advice to existing and... £50000 - £65000/annum Commission 16 days ago
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- What is the average salary for Financial Advisor?
- 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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Personal Lines Account Handler Howe Maxted - Sidcup, London, South East, UK Howe Maxted Group has been helping clients identify risks and find solutions to minimise the impact on their business and private lives for over 100 years. About Us not provided 8 days ago
Financial Advisor Administrator Ernest Gordon Recruitment Limited - Oxford, Oxfordshire, United Kingdom This business prides themselves in the high quality, effective service that is provided to all of their closely looked after clients. Maintaining a tradition of professionalism and transparency spanning... £28000 - £37000/annum + Training + Hybrid available Yesterday
Financial Advisor The Burford Recruitment Company Ltd - Witney, Oxfordshire, United Kingdom * Stay up-to-date with market trends, investment products, and financial regulations to provide the most relevant and accurate advice to clients. * Proactively identify opportunities to expand client relationships... £55000 - £60000/annum 6 days ago
Independent Financial Advisor TC Group - Portsmouth, Hampshire, South East, UK We are TC Group, the fastest-growing top 25 accountancy firm in the UK... not provided 2 days ago
Financial Planner SRS Partnership Ltd - Dundee, Angus, Scotland, UK SRS Partnership are currently recruiting for an experienced Financial Planner to join the existing team of advisors where you will manage a portfolio of long-standing high net worth clients. £60,000 8 days ago
Financial Advisor Recruitment Solutions (Folkestone) Ltd - London, United Kingdom A leading, established Independent Financial Practice and multi-office Accountancy firm, based in London, the South-East and Surrey, currently requires an experienced Independent Financial Advisor on an... £60000 - £120000/annum Benefits and Commission 9 days ago

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