Latest Financial Consultant jobs in Yeovil - JobisJob United Kingdom Mobile

5 Financial Consultant Jobs in Yeovil

Financial Consultant, Yeovil (CW-1939) Yeovil, ENGLAND, United Kingdom This opportunity would suit an enthusiastic and confident individual who has a strong track record in sales, account management and relationship building. Communication skills is a prerequisite. You will... More than 30 days ago
Bookkeeper/Accounts Assistant, Outsourced Finance Yeovil, ENGLAND, United Kingdom A career at Albert Goodman can be a varied and rewarding one. We embrace future change and development. By hiring from within and investing in a range of training programmes, we give you the chance to... 12 days ago
Company Accountant & Commercial Manager Glastonbury, England, United Kingdom This is an interesting and broad-ranging opportunity where the successful candidate will manage full control over the accounting and administration function of this growing business. The current accounting... 18 days ago
Financial Controller Honiton, England, United Kingdom Working closely alongside the Managing Director and supported by a small but growing finance team, this will be a broad and interesting role that will interact across all areas of the business. It calls... 23 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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Paraplanner, Financial Planning taunton, england, United Kingdom Albert Goodman are committed to encouraging equality, diversity and inclusion amongst our people. We are an equal opportunities employer, and offer an environment where candidates and colleagues feel valued... More than 30 days ago

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