Latest Financial Advisor jobs in Glastonbury - JobisJob United Kingdom Mobile

53 Financial Advisor Jobs in Glastonbury

Merrill Financial Solutions Advisor - Northern Connecticut Market TN United Kingdom - Glastonbury BA6, Somerset, South West Provide tailored advice to clients, assessing financial goals and recommending strategies. Prioritize client requests and coordinate with internal service providers. At least two years in financial services... 60.00-80.00 hour 18 days ago
Financial Advisor Premier Jobs UK - Bridgwater, Somerset, United Kingdom You will be provided with approximately (Apply online only) clients, generating around £30m - £35m. This will continue to grow over the long term from additional clients being passed over, natural organic... Today
Financial Advisor Premier Jobs UK - Taunton, Somerset, United Kingdom Are you an experienced Financial Advisor in Somerset or Devon looking to join a well-established and reputable business with an excellent local presence? You will ideally have your own transferable clients... £80000/annum (self-employed) Today
Annuity Case Designer, Highland Capital Brokerage Osaic - Street BA16, Somerset, South West We have an opportunity for a Annuity Case Designer within Highland Capital Brokerage, a member of Osaic. This position may be a remote position or work in one of our many brick-and-mortar offices throughout... 60.00-80.00 hour 3 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 - Bath, United Kingdom Maintenance of 'fit and proper’ status through continuous professional development, suitable development opportunities and maintenance of SPS The successful candidate will need to be local to Bristol and... Yesterday
Mortgage Advisor Premier Jobs UK - TA1, Taunton, Somerset, United Kingdom Our client is an established Financial Services business with multiple offices across Somerset and Devon. They are now looking to add another Mortgage Advisor to their team due to continued growth. Are... £35000 - £40000/annum plus bonus, benefits & home working Today
Financial Advisor Tate Recruitment - Taunton, United Kingdom Experience in an authorised financial planning role with competent adviser status Maintaining an up-to-date Statement of Professional Standing Implementing money laundering processes Conducting client... 11 days ago
Financial Advisor IDEX - Cardiff At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every... £45000 - £65000 per annum + Bonus 5 days ago
Financial Advisor Bristol, England, United Kingdom Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts... 12 days ago
Financial Advisor Ferguson Dean - Bristol, United Kingdom Salary is £50k to £65k depending on experience with six figure earnings from year two. Work from anywhere in the UK Ongoing support and development 11 days ago

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