Latest Financial Consultant jobs in Weston-super-Mare - JobisJob United Kingdom Mobile

24 Financial Consultant Jobs in Weston-super-Mare

Financial Planner weston-super-mare, england, United Kingdom Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners... 13 days ago
Senior IFA Administrator, Weston-Super-Mare weston-super-mare, england, United Kingdom Established for 3 decades, the company provide independent advice on pension and investment matters and is directly authorised by the FCA. Clients include private clients at retirement age, business owners... More than 30 days ago
Operational Analyst Principal TP Group - Bristol BS1, Bristol, South West tpgroup are a UK focussed professional services and technology partner with an enviable track record of success as a trusted partner to customers. We are looking to expand our team to keep pace with increasing... 8 days ago
FINANCIAL CONSULTANT Legal & General - Cardiff, United Kingdom We're offering a competitive base salary and quarterly incentive scheme based bonus What you'll be doing: Providing financial advice to customers to sell protection products Managing long term relationships... Competitive 17 days ago
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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 Business Change Consultant Bristol, England, United Kingdom You might know us for the great work we do across our wide variety of projects. We're proud to say it's thanks to our people's diversity of thought, expertise, and knowledge. And when you join us, you'll... 2 days ago
Principal Business Change Consultant Bristol, England, United Kingdom You might know us for the great work we do across our wide variety of projects. We're proud to say it's thanks to our people's diversity of thought, expertise, and knowledge. And when you join us, you'll... 3 days ago
Training and Competence Consultant Clayton Davies - Bristol BS1, Bristol, South West A highly respected Financial Advisory firm is looking for a T&C Consultant to join the business based in the SOUTH WEST. You will support their Financial Advisers on all aspects of training and competency... 22 days ago
Company Accountant & Commercial Manager Glastonbury, England, United Kingdom Trial Balance Consulting are delighted to have been exclusively reengaged by a returning client, a very well established and highly successful engineering business based in Glastonbury. The company seeks... 6 days ago
Financial Planning Administrator, Bristol (BW-2043) Bristol, England, United Kingdom Working in collaboration with Financial Planners, Paraplanners and other colleagues, you will maintain and manage client records, process life, pension and investment new business, answer and deal with... 8 days ago
Financial Adviser Heat Recruitment - Cardiff , Cardiff, UK We are working with a well-established and reputable financial advisory firm in Cardiff with a strong presence throughout the wider region. Their commitment to delivering outstanding financial advice has... £55000 Per Annum More than 30 days ago

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