Latest Financial Advisor jobs in Wakefield - JobisJob United Kingdom Mobile

37 Financial Advisor Jobs in Wakefield

Mortgage Broker – Leeds Wakefield, England, United Kingdom A well-known estate agency brand requires an experienced mortgage broker or mortgage adviser to offer mortgage and protection advice working from the very busy office in the Leeds office dealing with mortgages... More than 30 days ago
Financial Consultant- Wakefield- Hybrid and Flexible Working Wakefield, England, United Kingdom This is an exciting time to join this dynamic company, especially as they prepare to transition to a new office space in May 2024 which will include a gym and recreational spaces. With a commitment to... More than 30 days ago
Financial advisor Technet It Recruitment Ltd - Leeds, United Kingdom Role Overview: This role offers an experienced Financial Adviser the chance to operate with autonomy, managing their own schedule while benefiting from support aimed at their personal and professional... Yesterday
Finance Manager Wakefield, England, United Kingdom Coordinate annual updates to the relevant sections of the overhead allocation model, determining appropriate cost drivers for different areas, updating the underlying data and interpreting the impact of... 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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Independent financial advisor - budapest based Devere Group - Leeds, United Kingdom de Vere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your... Yesterday
Financial Advisor Recruit UK | Certified B Corp™ - Cleckheaton BD19, West Yorkshire, Yorkshire and the Humber Due to organic growth this prestigious and cutting-edge firm are looking to take on an experienced Financial Adviser. They are a well-established company in the local area, they provide advice across the... 12 days ago
Commercial Finance Analyst Haribo UK - Castleford, City and Borough of Wakefield, United Kingdom Within this role you will report directly into our ‘Head of Commercial Finance’ and work as part of a team of three, each supporting one of our core channels. To enable sugary success, you will act as... 3 days ago
Financial Advisor Cavendish Maine - Sheffield, South Yorkshire, Yorkshire, UK We are working with a leading financial services company currently experiencing significant growth. £60,000 More than 30 days ago
Financial advisor Quilter Financial Advisers - Sheffield, United Kingdom We’re owned by Quilter, a leading provider of wealth management in the UK and internationally The Role: Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals... Yesterday
Mortgage and Protection Advisor Rayner Personnel - Guiseley, United Kingdom Please Note: Rayner Personnel – Property Recruitment are acting as a recruitment agency with regards to this position. By submitting your application, you are consenting to Rayner Personnel processing... 9 days ago

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