Latest Financial Advisor jobs in Gateshead - JobisJob United Kingdom Mobile

25 Financial Advisor Jobs in Gateshead

Mortgage Advisor Premier Jobs UK Limited - Gateshead, Tyne and Wear, North East, UK This employed, home based Mortgage & Protection Advisor job is within a national financial planning firm that is growing at a healthy pace £40,000 More than 30 days ago
Independent Financial Advisor Clayton Davies - Newcastle upon Tyne, 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... 12 days ago
Financial Advisor IDEX Consulting Ltd - Newcastle upon Tyne, United Kingdom Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships 25 days + bank holidays + Option to apply for... 16 days ago
MFC Salaried Financial Advisor Old Mutual - Newcastle upon Tyne NE1, Tyne and Wear, North East Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather... 80.00-100.00 day 20 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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MFC Salaried Financial Advisor TN United Kingdom - Newcastle upon Tyne NE1, Tyne and Wear, North East Provides advice in line with the customer value proposition & compliance framework. Develops, tracks & reviews business plan to meet individual performance targets. Minimum of 3 years working experience... 80.00-100.00 day 20 days ago
Tax & Law - EY Finance Operations Accounts Senior Manager - Ernst & Young. Ernst & Young. - Newcastle upon Tyne, United Kingdom Work with our go-to-market team to create compelling pitches for new work, assist with shaping the commercial strategy and build internal networks where you are able to explain our services to internal... 2 days ago
Commissioned Financial Advisor (JS Drakensberg) TN United Kingdom - Newcastle upon Tyne NE1, Tyne and Wear, North East Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below. Newcastle upon Tyne, United Kingdom Social network you want to login/join with... 80.00-100.00 day 20 days ago
Tax Semi Senior newcastle upon tyne, england, United Kingdom As a Semi-Senior within our Private Client team, you will play a pivotal role in contributing to the firm’s growth and success. You will leverage your technical expertise to cultivate partnerships with... 3 days ago
Tax & Law - EY Finance Operations Accounts Senior Manager Ernst & Young. - Newcastle upon Tyne, United Kingdom Act as a mentor, coach, and advisor to team members, fostering a culture of excellence, continuous learning, and professional development within EY. Requirements: Bachelor's degree in Accounting, Finance... Competitive 4 days ago
Associate Director - Energy Transition Investment Banker Brock & Decker - Newcastle upon Tyne, United Kingdom Coordinate due diligence processes, working closely with clients, legal, technical, and financial advisors 6–9 years of experience in investment banking, corporate finance, or a related advisory environment... 5 days ago

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