Latest Financial Advisor jobs in Penrith - JobisJob United Kingdom Mobile

5 Financial Advisor Jobs in Penrith

Accounts Senior TN United Kingdom - Penrith CA11, Cumbria, North West Client Engagement : Build and maintain strong, lasting relationships with clients, becoming their go-to advisor for all financial matters. Understand their goals, challenges, and opportunities, and provide... 80.00-100.00 day 11 days ago
Financial Advisor Ferguson Dean - Carlisle, United Kingdom Working with partners in the professional practice to identify additional opportunities. Apply with a CV to below email for confidential discussion and review of opportunity and process Actively seeking... 5 days ago
Independent Financial Advisor Ferguson Dean - Carlisle, United Kingdom Leading regional IFA business, with the backing of a Chartered regional powerhouse. Independent and Private client focused Apply with a CV to below email for confidential discussion and review of opportunity... 11 days ago
Financial Advisor Premier Jobs UK - LA9, Kendal, Cumbria, United Kingdom This independent financial planning firm is run and led by an experienced Financial Advisor, with a relaxed, down to earth and friendly approach. They want to build a team they genuinely enjoy working... £40000 - £60000/annum Clear bonus structure that rewards 28 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 Advisor Premier Jobs UK Limited - Kendal, Cumbria, North West, UK This employed Financial Advisor job in Kendal is ideal for Financial Advisors holding CAS status who want a quality lead source and able to grow with the company Once you have developed ... £60,000 More than 30 days ago

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