Latest Financial Advisor jobs in Plymouth - JobisJob United Kingdom Mobile

13 Financial Advisor Jobs in Plymouth

Financial Advisor IDEX Consulting Ltd - Plymouth, United Kingdom If this opportunity aligns with your aspirations—or if you know someone who could be a perfect fit—please reach out in confidence to Samantha.durbridge@idexconsulting.com. 25 days annual leave - increases... 12 days ago
Independent Financial Advisor Clayton Davies - Plymouth, United Kingdom Operating to the highest standards within a client centric environment, practicing a standardised process for advising clients and maintaining records of advice. Provide fully holistic independent whole... 13 days ago
Business Development Officer UBS Financial Services - Plymouth PL1, Devon, South West UBS is the world's largest wealth manager, operating in over 50 countries with a diverse range of financial services. We value diversity, inclusion, and collaboration, fostering a supportive environment... 80.00-100.00 day 2 days ago
Financial Advisor IDEX Consulting Ltd - Plymouth, United Kingdom Providing expert advice on investment, retirement planning, estate planning, and other financial matters Building and maintaining strong client relationships 25 days + bank holidays + Option to apply for... 17 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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Associate Director - Energy Transition Investment Banker Brock & Decker - Plymouth, United Kingdom Coordinate due diligence processes, working closely with clients, legal, technical, and financial advisors 6–9 years of experience in investment banking, corporate finance, or a related advisory environment... 6 days ago
Management Accountant Denholm Energy Services - Plymouth PL1, Devon, South West Day to day oversight & coaching of senior finance assistant and in country finance teams to ensure that transactions are recorded timeously and accurately through all ledgers and month end and year end... 80.00-100.00 day 8 days ago
Senior Wealth Manager James & Partners - Plymouth, United Kingdom Qualified Leads Provided – A robust client acquisition strategy including a lead generation system and book acquisitions to help grow your AUM. Career Progression & Exit Strategy – Opportunities to advance... 13 days ago
Director of Finance hireneXus - Plymouth PL1, Devon, South West Manage relationships with external financial partners, including advisors, benefits providers, and tax consultants. Bachelor’s degree in Accounting or Finance; CPA or public accounting experience preferred... 125.00-150.00 day 16 days ago
Audit Senior/ Manager Autograph Recruitment - Plymouth, United Kingdom Build strong relationships with clients, acting as a trusted advisor and providing proactive insights. Foster a positive and collaborative team culture, promoting teamwork and open communication. Continuously... More than 30 days ago
Life Insurance Sales Agent plymouth, england, United Kingdom Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC)... 26 days ago

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