Latest Financial Consultant jobs in Leicester - JobisJob United Kingdom Mobile

34 Financial Consultant Jobs in Leicester

Financial Controller Wallace Hind Selection LTD - Market Harborough, United Kingdom Ideally, you will be a hands-on qualified finance professional who is committed to the delivery of customer service excellence. Confident at communicating at all levels, both internally and externally... £65000 - £75000/annum Pension + Healthcare + 23 Days Holid 9 days ago
Paraplanner leicester, england, United Kingdom Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs. cookielawinfo-checkbox-analytics 11 months... 12 days ago
Head of Operational Transformation leicester, england, United Kingdom We understand some people may not apply for jobs unless they feel they tick every box. If you are excited about joining us and think you have some of what we are looking for, even if you’re not 100% sure... 11 days ago
Transformation Portfolio Manager Hastings Direct - Leicester, UK We understand some people may not apply for jobs unless they feel they tick every box. If you are excited about joining us and think you have some of what we are looking for, even if you're not 100% sure... + bonus, car allowance & benefits 16 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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Trainee Financial Planner, Leicestershire (JR-1931) leicester, england, United Kingdom The role focuses on client communication, providing high-quality financial planning tom the firm’s clients based on individual needs, applying technical knowledge in specialist areas such as SIPP, SSAS... 20 days ago
Paraplanner Heat Recruitment - Leicester, Leicestershire, UK If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your... £45000 Per Annum 23 days ago
Claims Operations Manager Hastings Direct - Leicester, UK We understand some people may not apply for jobs unless they feel they tick every box. If you are excited about joining us and think you have some of what we are looking for, even if you're not 100% sure... + bonus, car allowance & benefits 24 days ago
Pensions Administrator (SIPP / SSAS) (JR-1842) leicester, england, United Kingdom The company has vast experience of providing Small Self-Administered Schemes (SSAS) and Self Invested Personal Pensions (SIPP), and proud to be an independent trustee who offer their own SSAS and SIPP... 26 days ago
Pension Administrator, Leicester (JR-2028) leicester, england, United Kingdom The role as a Pension database administrator is a vital part of the team! You will be driven, organised and adaptable to the workload. Your primary focus of the pension database administrator is to support... 25 days ago
Paraplanner Heat Recruitment Ltd - Loughborough, Leicestershire, United Kingdom Progression Opportunities: The firm are committed to the growth and development of the team members. There will be the option to progress into an adviser role, should a space become available in the adviser... £35000 - £45000/annum 24 days ago

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