Latest Financial Advisor jobs in Peterborough - JobisJob United Kingdom Mobile

13 Financial Advisor Jobs in Peterborough

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Complaints Advisor The Recruitment Co. - Peterborough, Cambridgeshire, East Anglia, UK As a Complaints Advisor in the financial services industry, you will be responsible for managing and resolving customer complaints efficiently and effectively. Your primary objective will be to ensure...
Financial Administrator/Trainee Paraplanner Vero HR Ltd - Peterborough As the Trainee Paraplanner/Financial Planning Administrator , you will work closely with the Financial Planners and Advisors to provide administrative support. You will assist with the preparation of client... 24,000 - 28,000 2 days ago
Financial Advisor Allstaff Recruitment - St. Neots, Cambridgeshire, East Anglia, UK Allstaff Recruitment are currently seeking a Financial Advisor based in St Neots for a reputable professional organisation. Salary: Dependent on experience not provided 12 days ago
Mortgage Advisor Alexander Fraser Mortgage Advisers - Peterborough, England We are seeking a highly motivated and experienced Mortgage Advisor to join our team. As a self employed Mortgage Advisor, you will play a crucial role in assisting clients with their mortgage needs. This... £41K - £45K (Employer Est.) 2 days ago
Financial Advisor Allstaff Recruitment - St Neots, United Kingdom Allstaff Recruitment is an Independent Recruitment Specialist based in Bedfordshire acting as an employment agency and an employment business. We specialise in Permanent, Contract and Temporary placements... 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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Financial Advisor Allstaff - St Neots, United Kingdom Allstaff Recruitment is an Independent Recruitment Specialist based in Bedfordshire acting as an employment agency and an employment business. We specialise in Permanent, Contract and Temporary placements... £35000 - £45000/annum 30 days ago
Protection Advisor WALLACE HIND SELECTION LIMITED - Burton Latimer NN15, Northamptonshire, East Midlands We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn... 2 days ago
Protection Advisor WALLACE HIND SELECTION LIMITED - Kettering, United Kingdom We are proud to provide a high level of service to customers across the UK, and as we continue to grow and evolve, we find ourselves needing our next protection specialist. If you have the desire to earn... 4 days ago
Ifa Administrator Heat Recruitment Ltd - PE27, Saint Ives, Cambridgeshire, United Kingdom Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial... £20000 - £30000/annum 23 days ago
Junior Financial Adviser Heat Recruitment Ltd - PE27, Saint Ives, Cambridgeshire, United Kingdom We are currently seeking a Junior Financial Adviser to join our dynamic team at our St Ives office in Cambridgeshire. This position is initially to cover maternity leave, with the exciting prospect of... £30000 - £45000/annum 23 days ago
VAT & Compliance Accountant Dr. Martens - Wellingborough, England, United Kingdom Dr. Martens is a globally recognisable and culturally influential British brand, with over 60 years of rich heritage. As brand custodians, we are lucky to work for a dynamic, thriving, and ethical business... 14 days ago

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