Latest Financial Advisor jobs in Newcastle upon Tyne County - JobisJob United Kingdom Mobile

13 Financial Advisor Jobs in Newcastle upon Tyne County

Financial Advisor newcastle upon tyne, england, United Kingdom 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... 4 days ago
Commissioned Financial Advisor (Newcastle) newcastle upon tyne, england, United Kingdom Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for... 8 days ago
Finance Manager Connectment - Newcastle upon Tyne, Tyne & Wear, United Kingdom * Produce and prepare Annual Budgets and Cost Scenarios for the Board of Trustees, CEO and SLT and host monthly finance reviews with the Senior Leadership team. * Write and/or contribute to the writing... £34000 - £38000/annum Exceptional Benefits + Hybrid 4 days ago
Operations Manager/T&C Supervisor Tempest Jones Recruitment - Newcastle upon Tyne NE1, Tyne and Wear, North East On offer is a competitive salary package, a supportive work environment, and opportunities for professional development. If you are an experienced Operations Manager or T&C Supervisor looking for something... 23 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 Close Manager Newcastle Building Society - Newcastle upon Tyne, United Kingdom You will have a strong background in building and maintaining relationships with, and the key point of contact, for all internal and external stakeholders to the team, as well as developing best in class... 5 days ago
Trainee Paraplanner Meraki Talent Ltd - Newcastle upon Tyne, United Kingdom Maintain client files in both paper and electronic formats, ensuring accuracy and compliance. Previous experience in a financial planning/advisory environment is essential. Conduct research on investment... 5 days ago
Mortgage and Protection Advisor Rayner Personnel - Newcastle, United Kingdom Please Note: Rayner Personnel – Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing... £60000 - £100000/annum £30k basic OTE £60k 18 days ago
Commissioned Financial Advisor (JS Drakensberg) newcastle upon tyne, england, United Kingdom Our advisers define their own destinies, forging an entirely unique, exciting career path along the way. Whether you’re a recent graduate on your way up, or an established financial adviser looking for... 26 days ago
Finance Business Partner newcastle upon tyne, england, United Kingdom You will support the group and project leadership teams across all aspects of financial performance, acting as a trusted advisor to provide high quality and timely financial advice, actionable insight... 13 days ago
Certified Accountant Paybuddy - Newcastle upon Tyne, England Company Overview: We are a leading fintech company specializing in providing cutting-edge financial and technological solutions to small and medium-sized enterprises (SMEs) across the UK. As part of our... £35K - £45K (Employer Est.) 10 days ago

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