Latest Financial Advisor jobs in Templepatrick - JobisJob United Kingdom Mobile

25 Financial Advisor Jobs in Templepatrick

Financial Advisor

Brook Street UK
Belfast, County Antrim, Northern Ireland, UK The Financial Advisor would be responsible for pr... not provided More than 30 days ago
Financial Services Administrator

Brook Street UK
Belfast, County Antrim, Northern Ireland, UK Brook Street UK Ltd is currently recruiting for a Financial Services Administrator to work for our East Belfast client. Job Description £28,000 22 days ago
Senior Independant Financial Advisor Hunter Savage - Belfast Description: We are hiring for our client, a distinguished Advisory firm in Belfast with a heritage of providing excellent financial advice. As part of their dynamic team, the Independent Financial Adviser... 60000.0 8 days ago
Senior Paraplanner

Brook Street UK
Belfast, County Antrim, Northern Ireland, UK Conducting in-depth reviews of client... £45,000 More than 30 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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Financial Services Administrator

Brook Street UK
Belfast, County Antrim, Northern Ireland, UK This role will consist of several aspects including administration support to the Financial Advisors within the company and is a great opportunity for the successful candidate to essentially gain an insight... £28,000 29 days ago
Financial Advisor Belfast Belfast, Northern Ireland, United Kingdom NFU Mutual is growing, and as a Financial Advisor you’ll be at the heart of this growth, providing advice for life insurance, pensions, investments, wealth management and inheritance tax to a broad range... 10 days ago
Paraplanner

Brook Street UK
Belfast, County Antrim, Northern Ireland, UK With a staff team of 25 advisers and support staff, our client... not provided More than 30 days ago
FP&A Manager Belfast, Northern Ireland, United Kingdom Our client is a leading Belfast based business renowned for their innovative and collaborative work environment. They are currently seeking a talented FP&A Manager to join their dynamic finance team. This... Yesterday
Senior Paraplanner

Brook Street
Belfast, County Antrim, United Kingdom Brook Street Recruitment is delighted to be recruiting on behalf of our Belfast client - a well-established wealth management company who are looking to recruit a Senior Paraplanner for their Belfast based... £35000 - £45000/annum More than 30 days ago
Senior Manager (Level 4) - Accounts Senior Manager, EY Finance Operations, Belfast EY - Belfast At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique... 8 days ago

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