Latest Financial Advisor jobs in North Shields - JobisJob United Kingdom Mobile

29 Financial Advisor Jobs in North Shields

Finance Manager Quora Group - North Shields, England Your role requires a strong balance of analytical skills, strategic thinking, and hands-on management to meet financial objectives. You are expected to uphold rigorous standards in reporting, cost control... £42K - £46K (Employer Est.) Today
Financial Advisor IDEX - Newcastle upon Tyne Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information... £40000.00 - £50000.00 per annum 2 days ago
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... 14 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... 18 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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Mortgage Advisor Premier Jobs UK Limited - Beacon Lough NE9, Tyne and Wear, North East This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen... 40000.00-40000.00 annum Yesterday
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 22 days ago
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... 4 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 22 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 22 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... 5 days ago

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