Latest Financial Consultant jobs in Reading - JobisJob United Kingdom Mobile

26 Financial Consultant Jobs in Reading

Senior Wealth Administrator Openwork Services Limited - Reading, Berkshire, United Kingdom We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team. If... £28000 - £32000/annum 17 days ago
SAP Cost Planner Gold Group - Reading, Berkshire, United Kingdom Update SAP with information pertaining to forecasts, actuals, and slippage, as provided by consultants, tracking key milestones required by the business. Assuring both the quality of the data and compliance... £458 - £550/day 28 days ago
Self Employed Financial Adviser, Reading (BP-1339) reading, england, United Kingdom The firm has a strong culture of developing and nurturing its financial advisers with a track record of helping its advisers to achieve revenue in excess of £100K in the first year. • Operate according... More than 30 days ago
Senior Flood Risk Consultant Aldwych Consulting - Henley-On-Thames, Oxfordshire, United Kingdom The ideal candidate must have experience working for a consultancy and have a strong educational background. If you are looking to work in a supportive and friendly environment, please submit your CV.... £35000 - £48000/annum 25 days ago
- Users are also interested in
- What are the roles and responsibilities for Financial Consultant?
- Understanding fiscal issues and providing guidance to clients are some of the many tasks of a Financial Consultant. 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 Consultant 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
  
  View more
- What are the required skills for Financial Consultant?
- • 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
  
  View more
- Is my educational background ideal for Financial Consultant?
- A Financial Consultant 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
  
  View more
- JobisJob Forum Join
Lead Consultant (Defence, Consultancy) DAS Ltd - Basingstoke / Hybrid Don’t meet all the job requirements, but like the sound of DAS and the projects we work on? Get in touch anyway – we are always keen to hear from talented, solutions-led individuals at all stages of their... £60K+ pa plus benefits package 12 days ago
Head of Compliance High Wycombe, England, United Kingdom Are you a Head of Compliance or an aspiring Head of Compliance looking to take the next step in your career by joining a successful and rapidly growing global company, who can offer you structured progression... 7 days ago
Financial Planning Administrator, Client Services , Wealth Management JJ SEARCH LIMITED - Guildford GU1, Surrey, South East The Financial Planning Administrator will provide support to assist the Financial Planning Team in reaching new business and provide support to the relevant Financial Adviser or Wealth Consultant in detailed... 6 days ago
Compliance Officer Heat Recruitment Ltd - HP19, Aylesbury, Buckinghamshire, United Kingdom Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client... £55000 - £80000/annum 15 days ago
Private Client and Technical Administrator - Weybridge weybridge, england, United Kingdom In addition, working with the Senior Private Client Administrator to ensure the following is completed in line with the wider client service: liaison with product providers to ensure all applications are... 9 days ago
Independent Financial Adviser Heat Recruitment Ltd - HP4, Berkhamsted, Hertfordshire, United Kingdom We are seeking a motivated and qualified Independent Financial Adviser to join the team. As an IFA, you will be responsible for providing comprehensive financial advice to individuals and businesses. The... £50000 - £70000/annum 21 days ago

Next»

Related Searches

Top locations