Latest Financial Advisor jobs in Girton - JobisJob United Kingdom Mobile

30 Financial Advisor Jobs in Girton

Trainee Paraplanner Heat Recruitment - Girton, Cambridgeshire, UK Our client are a well established IFA in Cambridge, are looking for an trainee Paraplanner to help provide technical support for a director. Within the role there would be technical work involved such... £34000 Per Annum More than 30 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
- Users are also interested in
- 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
  
  View more
- 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
  
  View more
- 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
  
  View more
- JobisJob Forum Join
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 Advisors Hello Recruitment Associates - Bedford, Bedfordshire, United Kingdom You will be office based, working in a lovely environment and with some experienced professionals who will help you to achieve the income you want from the role whilst looking after the office at the same... £30000 - £35000/annum 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
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
Senior Wealth Manager James & Partners - Cambridge, 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... 11 days ago
Semi Senior Accountant Additional Resources - Cambridge, United Kingdom Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact... £25000 - £35000/annum 27 days ago

Next»

Related Searches

Top locations