Latest Financial Advisor jobs in Sale - JobisJob United Kingdom Mobile

71 Financial Advisor Jobs in Sale

Financial Planning Administrator JJ Search - Sale, Trafford, United Kingdom 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... £25000 - £30000/annum *Depending on experience 26 days ago
Financial Sales Advisor CCA Recruitment Group - Sale, Cheshire, North West, UK Based in Sale M33, this job is working as Financial Sales Advisor to join thriving business. This job is ... Location: Sale M33 (office based) £26,000 More than 30 days ago
Financial advisor Vision-fs Recruitment - Manchester, United Kingdom · Flexible client charging structure · Client access portal 24/7 · Un-capped earnings potential · Adviser Retirement Package BENEFITS Market-leading self-employed contract OTE: £100k+ Market leading fee... Yesterday
Financial Advisor Quilter Financial Planning - Manchester, 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... 19 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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Pension Administrator Ernest Gordon Recruitment Limited - Manchester, Greater Manchester, United Kingdom On offer is the opportunity to join a dynamic and growing company as part of a dedicated team, specialising in financial planning and wealth management. For nearly 50 years, they have moved from strength... £23000 - £26000/annum Training + Progression + Qualificati 2 days ago
Independent financial advisor Vision-fs Recruitment - Manchester, United Kingdom THE ROLE The role as a Financial Advisor is an exceptional offering and includes the following: existing client bank provided, access to ongoing leads, lead generation support, back-office support including... Yesterday
Independent financial advisor - portugal Devere Group - Manchester, United Kingdom You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address... Yesterday
Financial Adviser Premier Jobs UK Limited - Oldham, Greater Manchester, North West, UK Typically, the client bank provided will validate your salary, providing you a strong foundation to build on and motivation to identify and write new busi... £60,000 16 days ago
Quality Assurance Advisor , T&C , Wealth Management , Financial Planning , Level 4 qualified JJ Search - Manchester, United Kingdom The Quality Assurance Advisor will avert foreseeable harm to clients in line with the requirements of Consumer Duty, whilst working alongside the Advice Quality team to ensure a consistent level of advice... £38k - £46k 5 days ago
Financial Support Advisor HR GO Recruitment - Chester, Cheshire, United Kingdom Ensure that all customer agreements are reviewed thoroughly to understand the customer's situation, making sure that all previous agreement notes are checked for previous customer communications and arrangements... £25000 - £30000/annum 6 days ago

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