Latest Financial Advisor jobs in Risca - JobisJob United Kingdom Mobile

33 Financial Advisor Jobs in Risca

Paraplanner Templegate recruitment - CF3, Saint Mellons, Cardiff, United Kingdom Our clients have been assisting individuals and businesses in developing financial plans since 2004. They prioritize understanding their clients' needs and aspirations, believing that a tailored approach... £32000 - £37000/annum 2 days ago
Financial Advisor - Portbury Mandeville - Bristol, United Kingdom An award-winning specialist Mortgage broker is looking for a Mortgage Advisor who has expertise within Bridging, Development Finance and Commercial Mortgages - with a proven record of a portfolio with... £25000 - £30000/annum £85k OTE 18 days ago
Trainee Financial Advisor Bristol, England, United Kingdom Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information... 12 days ago
EMPLOYED FINANCIAL/MORTGAGE ADVISER BRISTOL AREA Cardinal Recruitment - Bristol, City of Bristol, United Kingdom This large well established Frendly Society/Insurance Company have a vacancy for a Financial Advisor in BRISTOL and the associated surrounding areas. A person with a successful face to face sales background... £24000 - £45000/annum Large client base+bonus/Car/Pension 11 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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Home Based New Build Mortgage Broker Bristol, England, United Kingdom An excellent opportunity for an experienced fully CeMAP (or equivalent) qualified mortgage broker or mortgage adviser to join a well-known national brokerage firm in the new build department covering the... 2 days ago
Corporate Reporting Manager - Bristol Bristol, England, United Kingdom International technology business in Bristol has a newly created opening for a Corporate Reporting Manager to join in group finance team. With an ever increasingly important role to play, the Senior Corporate... 3 days ago
Administrator - Independent Financial Services sector CMD Recruitment - Bristol, United Kingdom My client, who offer Independant Financial Planning Services, are looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration... £24000 - £28000/annum 18 days ago
Financial Director Corecruitment Ltd - Cardiff CF10, South Glamorgan, Wales COREcruitment are expert in recruiting for Hospitality, Catering, Leisure, Retail, FM, Property and Construction sectors. We currently have over 1350 live roles across the UK, Middle East, Europe, Africa... 20 days ago
M&A Executive Bristol, England, United Kingdom Reporting directly to our Directors, the Executive will work amongst a team of fellow Executives, Assistant Managers and Managers in a busy and challenging environment, allowing them to quickly develop... More than 30 days ago
Group Tax Manager Artis Recruitment - Bristol, United Kingdom Are you a corporation tax professional looking for a new and varied industry based group tax role? Do you enjoy tax projects and investigating / resolving legacy tax accounting issues? If so we have a... £65000 - £70000/annum £5000 bonus 24 days ago

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