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

25 Financial Advisor Jobs in Newcastle upon Tyne

Independent Financial Advisor Clayton Davies - Newcastle upon Tyne, United Kingdom Due to the high volume of applications received we are unable to respond to everyone directly. If you are not contacted within 7 working days, you have unfortunately not been shortlisted. Ensure that records... 13 days ago
Financial Advisor IDEX Consulting Ltd - Newcastle upon Tyne, United Kingdom This is a fantastic opportunity to join a respected firm that truly values its advisors, offering long-term career growth and an exceptional rewards package. Uncapped Commission & Competitive Bonus Structure... 17 days ago
MFC Salaried Financial Advisor Old Mutual - Newcastle upon Tyne NE1, Tyne and Wear, North East Schedule follow-up actions and enter relevant information into the CRM system after each contact with a customer to create a call plan and to ensure that the organization has quality data to enable effective... 80.00-100.00 day 21 days ago
MFC Salaried Financial Advisor TN United Kingdom - Newcastle upon Tyne NE1, Tyne and Wear, North East Considering making an application for this job Check all the details in this job description, and then click on Apply. Makes increased contributions by broadening individual skills. Requirements: Skills... 80.00-100.00 day 21 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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Tax & Law - EY Finance Operations Accounts Senior Manager - Ernst & Young. Ernst & Young. - Newcastle upon Tyne, United Kingdom Lead and manage a team responsible for delivering finance operations services, including but not limited to accounts payable, accounts receivable, financial reporting, and budgeting for client accounts... 3 days ago
Commissioned Financial Advisor (JS Drakensberg) TN United Kingdom - Newcastle upon Tyne NE1, Tyne and Wear, North East We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. Commissioned Financial Advisor (JS Drakensberg)... 80.00-100.00 day 21 days ago
Tax Semi Senior newcastle upon tyne, england, United Kingdom As they continue to expand, the firm is building out a team for their new office in Newcastle, further extending their reach and commitment to excellence. With established locations in North and Central... 4 days ago
Tax & Law - EY Finance Operations Accounts Senior Manager Ernst & Young. - Newcastle upon Tyne, United Kingdom Work with our go-to-market team to create compelling pitches for new work, assist with shaping the commercial strategy and build internal networks where you are able to explain our services to internal... Competitive 5 days ago
Associate Director - Energy Transition Investment Banker Brock & Decker - Newcastle upon Tyne, United Kingdom We are looking to hire an Associate Director to support the continued growth of our Energy Transition advisory practice. Based in London, the successful candidate will lead transaction workstreams and... 6 days ago
Wealth Compliance Analyst or Supervisor Meraki Talent - Newcastle upon Tyne, United Kingdom Meraki Talent’s Financial Services client are looking for a Wealth Compliance Analyst or Supervisor ‘Please see our website page headed (eg) ‘Privacy Notice’ for an explanation about how we use information... 6 days ago

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