Latest Financial Consultant jobs in Surrey - JobisJob United Kingdom Mobile

13 Financial Consultant Jobs in Surrey

Pensions Administrator Personnel Selection - Godalming, United Kingdom As a member of the pension administration team, you will be expected to provide administration duties on all aspects of the members pension scheme from cradle to grave. As necessary report to the pod consultant... £28000 - £35000/annum plus benefits 16 days ago
Pension Administrator Optima Recruitment - Godalming, Surrey, United Kingdom Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. * Co-ordinate with business and tech teams for accurate application... £27000 - £34000/annum 19 days ago
Independent Financial Adviser Heat Recruitment - Epsom, Surrey, UK To apply for the role you will have the required level 4 qualification and experience of being a financial adviser for at least two years (flexibility on this). The opportunity for an experienced Financial... £40000 Per Annum 9 days ago
Finance Assistant Wallace Hind Selection LTD - Guildford, United Kingdom We are a catering and facilities management consultancy based in Surrey with over 30 years' experience within the industry. Our specialities lie working within the public sector with 75% of our catering... £25000 - £30000/annum Monthly Commission + Annual Bonus 23 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
Financial Adviser - Dorking Dorking, England, United Kingdom Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking... More than 30 days ago
Private Client and Technical Administrator - Weybridge weybridge, england, United Kingdom Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking... More than 30 days ago
Head of Financial Advice - Dorking Dorking, England, United Kingdom Reporting into the Managing Director, the Head of Financial Advice will be responsible for providing leadership across the Adviser team, developing, and embedding a people centric culture to ensure good... More than 30 days ago
Chartered Financial Adviser - Dorking Dorking, England, United Kingdom To maintain and develop client relations, maximising their potential and to accurately input information into the CRM system in a timely manner. To ensure all revenue targets are met and work is completed... More than 30 days ago
IFA Administrator - Shepperton Shepperton, England, United Kingdom Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion... More than 30 days ago
IFA Administrator - Dorking Dorking, England, United Kingdom Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre- completion... More than 30 days ago

Next»

Related Searches

Top locations