Latest Financial Consultant jobs in Wellington - JobisJob United Kingdom Mobile

11 Financial Consultant Jobs in Wellington

Financial Services Administrator Office Angels - Wellington, Somerset, United Kingdom NEXT STEPS… If this position has caught your attention and you would like to apply then please do so online or email your CV to (url removed). If you'd prefer to speak on the phone before applying then... £30000/annum 18 days ago
Financial Planning Administrator NJR Recruitment - Shrewsbury, Shropshire, West Midlands, UK Our Client, and 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. £28,000 4 days ago
Senior IFA Administrator NJR Recruitment - Shrewsbury, Shropshire, West Midlands, UK Our client, an 'Independent' firm of Chartered Financial Planners now requires an additional Administrator to join their established and friendly team. £35,000 4 days ago
Financial Planning Administrator NJR Recruitment - Shrewsbury, United Kingdom To be successful in the role candidates should be able to prioritise and self-manage workloads effectively, ensuring a high standard of care and attention to detail is held. It is essential that you can... Today
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- 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
  
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- 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
  
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- 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
  
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Senior IFA Administrator NJR Recruitment - Shrewsbury, United Kingdom Schedule and manage adviser diaries for client meetings and ensure the relevant paperwork is prepared. After 5 years holiday increases incrementally to 30 days over 5 years Manage task lists and prioritise... Today
Accounts Assistant – Permanent Position West Bromwich, England, United Kingdom Invoice processing and distribution, statements, payment allocation, some manual invoice raising, credit note management Applicants can also register online by clicking the link – https://tinyurl.com/ONLINECOMTEMP1... 8 days ago
Independent Financial Adviser Heat Recruitment - WOLVERHAMPTON, West Midlands, UK Synonyms: Financial Planner, Financial Advisor, Financial Consultant, Wealth Manager. Financial adviser, Wealth Planner, IFA, financial planning, wealth management, wealth consultant, DipPFS, DipFA, CII... £45000 Per Annum 9 days ago
Financial Planning Administrator Eventus Legal - Cheadle, Borough of Stockport, United Kingdom The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following... £27000 - £30000/annum Hybrid, Flexi-hours, Annual bonus 24 days ago
Self Employed Financial Adviser, Wolverhampton (BW-1457) Wolverhampton, England, United Kingdom Are you a successful self-employed holistic Financial Planner but feel that you deserve a better arrangement than your current one? Clever-HR is a forward-thinking Recruitment Consultancy that provides... More than 30 days ago
Paraplanner Heat Recruitment - WOLVERHAMPTON, West Midlands, UK Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory... £40000 Per Annum More than 30 days ago

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