Latest Financial Advisor jobs in Portsmouth - JobisJob United Kingdom Mobile

20 Financial Advisor Jobs in Portsmouth

Independent Financial Advisor TC Group - Portsmouth, Hampshire, South East, UK Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working Salary competitive market rate salary not provided 9 days ago
Financial Advisor Quilter Financial Planning - Southampton, United Kingdom As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we... Yesterday
Trainee Mortgage Advisor Kings Permanent Recruitment Ltd - PO3, Hilsea, Portsmouth, United Kingdom * We do listen to our colleagues. Every year we ask our team mates what they really think about us in an independent staff survey. The good news is that again, last December, many of our scores have been... £28500 - £60000/annum OTE, Car Allowance, Commission 15 days ago
Head of Financial reporting CMA Recruitment Group - Portsmouth, United Kingdom CMA Recruitment Group is supporting a high growth services business in their recruitment of a Head of Financial Reporting. This appointment has arisen from several years of sustained growth and increasing... £85000/annum 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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Group Financial Controller Portsmouth, England, United Kingdom We have been made aware of a global phishing campaign where employees from companies are being impersonated. We are confident that no PageGroup system has been breached. Find out how to protect yourself... More than 30 days ago
Mortgage and Protection Advisor Financial Services (Mortgages) · Gosport · Hybrid Remote Gosport, England, United Kingdom This is a chance to join an award winning, national property company who are going through exciting periods of growth and who offer tailored award winning training and development programmes at all levels... 10 days ago
Paraplanner Premier Jobs UK - Fareham, Hampshire, United Kingdom You will be working on a range of financial planning cases including, investments, pension transfers, bonds, VCT, EIS, IHT etc. To aid you in your role, you will receive support from the Technical Admin... £35000 - £43000/annum plus company benefits 15 days ago
Technical IFA Administrator Premier Jobs UK - Fareham, Hampshire, United Kingdom This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced... £32000 - £38000/annum plus company benefits 15 days ago
Finance Business Partner Chichester, England, United Kingdom Monthly management accounts completed within agreed timescales and to provide commentary to Head of FP&A Business cases for major capital expenditure plans to ensure hurdle rates can be achieved Quarterly... 3 days ago
Group Financial Director Perfect Placement - Havant, United Kingdom They are a successful operation representing one of the most reliable names within the automotive industry, with over 50 years trading experience our client offers a stable working environment with a strong... £80000 - £85000/annum 17 days ago

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