Latest Financial Advisor jobs in Macclesfield - JobisJob United Kingdom Mobile

47 Financial Advisor Jobs in Macclesfield

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Customer Service Advisor Forrest Recruitment - Macclesfield, Cheshire, North West, UK CUSTOMER SERVICE ADVISOR MACCLESFIELD £24,000 PERMANENT Duties include: -
Financial Advisor Quilter Financial Planning - Manchester M2, Greater Manchester, North West As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we... 5 days ago
Finance Business Partner Bayman Atkinson and Smythe - Manchester, United Kingdom You will ideally be a qualified accountant with good all round management accounting skills and possess the drive and personality to influence key decision makers. In return the client is offering a competitive... £55000 - £60000/annum 2 days ago
Mortgage Advisor Uniting People - Sandbach, Cheshire East, United Kingdom * A fantastic opportunity for a Mortgage Advisor to join the team with access to the whole market with no restrictions, enabling Advisors to be able to offer customers a wider product offering best to... 11 days ago
Mortgage Advisor Ardor Talent - Wythenshawe M22, Greater Manchester, North West A performance-driven mindset, taking accountability for your targets that drive the right outcomes for our customers whilst taking the business forward. Keep up-to-date with industry regulations and lender... Today
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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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Interim Finance Business Partner Bayman Atkinson and Smythe - Manchester, Greater Manchester, United Kingdom You must possess a formal accounting qualification ACMA/ACCA/ACA and have previously carried out a finance business partnering role in a large organisation. The role will be for circa 3 months and the... £300 - £340/day 7 days ago
Relationship Manager Aimee Willow Connex - Manchester M2, Greater Manchester, North West Relationship Managers are also responsible for managing and supporting the development of Portfolio Executives. Prepare clientfiles to support client reviews for increasing, extending or exiting of facilities... 7 days ago
Finance Business Partner Bayman Atkinson Smythe - Manchester, Greater Manchester, United Kingdom You will ideally be a qualified accountant with good all round management accounting skills and possess the drive and personality to influence key decision makers. In return the client is offering a competitive... 5 days ago
Interim Financial Controller Finatal - Manchester M2, Greater Manchester, North West We are looking for a highly skilled and hands-on Interim Financial Controller who can provide immediate impact. The ideal candidate will have a strong background in financial management within the professional... 5 days ago
Pension Administrator Ernest Gordon Recruitment Limited - Manchester, Greater Manchester, United Kingdom On offer is the opportunity to join a dynamic and growing company as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength... £23000 - £26000/annum Training + Progression + Qualificati 18 days ago
Wealth Management Specialist-NPD Manchester, England, United Kingdom This EGP Specialist Trainee is a training program to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee role allows EGP Specialist to achieve the appropriate... 2 days ago

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