Latest Financial Consultant jobs in Honiton - JobisJob United Kingdom Mobile

8 Financial Consultant Jobs in Honiton

Financial Controller Honiton, England, United Kingdom This role calls for an accomplished, commercially astute Financial Controller, or a Finance Manager/HoF looking to take a step up. The successful candidate will almost certainly be professionally qualified... 22 days ago
Financial Consultant, Yeovil (CW-1939) Yeovil, ENGLAND, United Kingdom If you are from a sales background and have a genuine desire in providing financial advice to help families and individuals reach their financial goals, this is a great opportunity, and we would love to... More than 30 days ago
Tax Trainee Albert Goodman - Taunton Depending on your academic history and experience, you will be completing a chosen training qualification – this could be the AAT, ACA or ACCA. We also offer specialist Tax qualifications – ATT and CTA... Competitive + Benefits 30 days ago
Bookkeeper/Accounts Assistant, Outsourced Finance Yeovil, ENGLAND, United Kingdom Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued... 11 days ago
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- What are the roles and responsibilities for Financial Consultant?
- Understanding fiscal issues and providing guidance to clients are some of the many tasks of a Financial Consultant. 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 Consultant 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 Consultant?
- • 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 Consultant?
- A Financial Consultant 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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Company Accountant & Commercial Manager Glastonbury, England, United Kingdom Our client is refreshingly open minded where person spec is concerned and we welcome applications from part/fully professionally or AAT qualified candidates and those that consider themselves to be QBE... 17 days ago
Corporate Tax Opportunities Albert Goodman - Taunton, Somerset or Bristol City Centre A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to... Competitive + Benefits 30 days ago
Paraplanner, Financial Planning taunton, england, United Kingdom Confidence in using IT software. Experience of using Intelligent Office client database/back office system would be welcomed, as well as experience of using research tools such as FE Analytics and Selectapension... More than 30 days ago
Financial Services Administrator torquay, england, United Kingdom Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business. Producing quotations, illustrations... 25 days ago

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