Latest Financial Consultant jobs in Witney - JobisJob United Kingdom Mobile

14 Financial Consultant Jobs in Witney

Microsoft Finance Consultant Revolent Group - Reading RG1, Berkshire, South East As one of the world’s foremost cloud service providers, Microsoft has grown to dominate the cloud market, powering thousands of businesses across the globe. With that prestige comes a high demand for professionals... 5 days ago
Microsoft Finance Consultant Revolent Group - Reading, Berkshire, United Kingdom As one of the world’s foremost cloud service providers, Microsoft has grown to dominate the cloud market, powering thousands of businesses across the globe. With that prestige comes a high demand for professionals... 3 days ago
IFA Administrator, Cirencester (NT-1997) cirencester, england, United Kingdom 20 days annual holiday plus Bank Holidays, plus an extra 3 days holiday for Christmas as the office is normally closed. Holiday bonuses apply after 2 years’ service (1 extra day for every year up to max... 8 days ago
Polish Energy Market Senior Consultant – support for relocation to Oxford provided Warsaw, Oxfo[...] Oxford, England, United Kingdom You will have the opportunity to gain knowledge and experience to become an industry specialist within a stimulating and supportive environment. Our teams specialise in all aspects of the energy transition... More than 30 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 Wealth Administrator Openwork Services Limited - Reading, Berkshire, United Kingdom We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team. If... £28000 - £32000/annum 30 days ago
Senior Flood Risk Consultant henley-on-thames, england, United Kingdom The ideal candidate must have experience working for a consultancy and have a strong educational background. If you are looking to work in a supportive and friendly environment, please submit your CV.... 25 days ago
Financial Planning Client Services Administrator, Royal Wootton Bassett (BW-2038) Royal Wootton Bassett, England, United Kingdom To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the daily operation of the office... 20 days ago
Financial Adviser Heat Recruitment - Cirencester, Gloucestershire, UK Job Synonyms: Trainee IFA, Financial Planning, Financial Consultant, Adviser, Paraplanner, Report Writer, Junior Financial Planner, Assistant Financial Planner, Financial Advisor, Financial Adviser, Independent... £40000 Per Annum 28 days ago
Junior Paraplanner, Royal Wootton Bassett (BW-2030) Royal Wootton Bassett, England, United Kingdom To support the Advisors to help them when informing & advising clients on financial strategies, plans and products. Prepare and organise the technical tasks, illustrations, and reports as required. Previous... 22 days ago
Senior Paraplanner Heat Recruitment - SWINDON, Wiltshire, 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... £450000 Per Annum More than 30 days ago

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