Latest Financial Advisor jobs in Penarth - JobisJob United Kingdom Mobile

26 Financial Advisor Jobs in Penarth

Financial Advisor Quilter Financial Advisers - Cardiff, United Kingdom Quilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory... 9 days ago
Financial Director Corecruitment Ltd - Cardiff, South Glamorgan, United Kingdom COREcruitment are expert in recruiting for Hospitality, Catering, Leisure, Retail, FM, Property and Construction sectors. We currently have over 1350 live roles across the UK, Middle East, Europe, Africa... 12 days ago
Financial Advisor - Portbury Mandeville - Bristol, United Kingdom An award-winning specialist Mortgage broker is looking for a Mortgage Advisor who has expertise within Bridging, Development Finance and Commercial Mortgages - with a proven record of a portfolio with... £25000 - £30000/annum £85k OTE 11 days ago
Financial Advisor Clayton Davies - Bristol, United Kingdom Our client is looking for a Financial Planner to join their team. As a Financial Planner, your role is to understand your clients current and future financial goals. Continually driving improvement in... 4 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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Trainee Financial Advisor Bristol, England, United Kingdom 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... 5 days ago
Financial Advisor St. James's Place - Bristol, United Kingdom St. James’s Place has helped people and businesses achieve their lifelong ambitions through high quality financial advice. SJP support 4,500 talented advisers making us the biggest Wealth Manager in the... 14 days ago
EMPLOYED FINANCIAL/MORTGAGE ADVISER BRISTOL AREA Cardinal Recruitment - Bristol, City of Bristol, United Kingdom This large well established Frendly Society/Insurance Company have a vacancy for a Financial Advisor in BRISTOL and the associated surrounding areas. A person with a successful face to face sales background... £24000 - £45000/annum Large client base+bonus/Car/Pension 4 days ago
Finance Director Hospitality Cardiff Up to A GBP 110,000 COREcruitment - cardiff, south glamorgan COREcruitment are expert in recruiting for Hospitality, Catering, Leisure, Retail, FM, Property and Construction sectors. We currently have over 1350 live roles across the UK, Middle East, Europe, Africa... GBP 110k per year + . 15 days ago
Administrator - Independent Financial Services sector CMD Recruitment - Bristol, United Kingdom My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration... £24000 - £28000/annum 11 days ago
Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified JJ SEARCH LIMITED - Bristol, United Kingdom This is a fantastic opportunity for a Training & Competence Advisor to join a highly credible Wealth Management company working in their Bristoloffice. The Training & Competence Advisor will undertake... 13 days ago

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