Latest Financial Consultant jobs in Leeds - JobisJob United Kingdom Mobile

20 Financial Consultant Jobs in Leeds

Senior Credit Risk Consultant Harnham - Leeds, United Kingdom I am hiring a Senior Credit Risk Consultant for a leading credit risk consultancy based in Leeds that are one of the most data-rich companies in the world. The role will be focused on scorecard development... Yesterday
Interim Financial Accountant (Leeds based) Agile Talent - Leeds, United Kingdom Location: Leeds and surrounding areas Working Pattern: Hybrid Engagement Route: Open to Personal Services Company (PSC) / Limited Company (Ltd Co.) Rate: Daily rates negotiable The Financial Accounting... Negotiable 9 days ago
Senior Ecological Consultant - Leeds Leeds, England, United Kingdom As a Senior Ecological Consultant, you will contribute to your team’s financial performance by completing tenders, managing projects in an efficient manner and building relationships with clients or potential... 18 days ago
Financial Services Sales Huntress - Leeds - Leeds, West Yorkshire, United Kingdom We practice a diverse and inclusive recruitment process that ensures equal opportunity for all we work with, irrespective of race, sexual orientation, mental or physical disability, age or gender. As an... £22308 - £25000/annum OTE up to £32,200 28 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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Senior Accountant Leeds, West Yorkshire, England, England, United Kingdom Anywhere Posted 3 months ago Competitive base salary + uncapped bonus potential USD / Year Due to consistently being one of the top billing teams within the wider IPS Group the IPS Finance team are excited... 21 days ago
Senior Credit Risk Consultant Harnham - Leeds LS1, West Yorkshire, Yorkshire and the Humber I am hiring a Senior Credit Risk Consultant for a leading credit risk consultancy based in Leeds that are one of the most data-rich companies in the world. The role will be focused on scorecard development... 29 days ago
Financial Adviser (Qualified) - Leeds Leeds, England, United Kingdom Our client is looking for a Financial Adviser to act as an intermediary between their company and customers. You will provide clients with financial guidance and make recommendations on how to best utilise... More than 30 days ago
Head of Advice - Financial Planning, Leeds (NT-2023) Leeds, England, United Kingdom We are proud to support this holistic Financial Planning firm in Leeds, built on a reputation of delivering clear, empowering Financial Advice to help its clients reach its goals and financial well-being... More than 30 days ago
Qualification Consultant NJR Recruitment - Leeds, England We are looking for an enthusiastic individual that has previous experience working in a sales environment so if you are looking to start your career in financial planning apply today or for further information... £22K - £25K (Employer Est.) 8 days ago
Independent Financial Adviser - Leeds (NT-2022) Leeds, England, United Kingdom Strictly comply with the Compliance and Training and Competence Procedures of the firm, as well as adhere to the requirements of the Financial Services and Markets Act 2000, and the FCA Principles, Rules... More than 30 days ago

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