Consultant (Finance) Job Description

The expected duties to be performed by a Financial Consultant include:
• Assessing the financial status of clients by gathering relevant information • Identifying shortfalls • Providing financial advice to clients • Analyzing investment plans • Preparing financial plans by establishing financial goals • Developing different financial strategies • Preparing and producing financial reports • Analyzing market trends and identifying future risks and opportunities • Ensuring compliance with the law • Reviewing regular transactions for identifying areas of improvement • Monitoring the financial position by tracking changes • Being updated with the latest market trends and information • Developing tax strategies • Maintaining excellent and long-lasting relationships with existing clients

The desirable qualifications required for the position of a Financial Consultant are:
• Bachelor's Degree in Finance, Economics, Accounting or other related fields • Prior experience as a Financial Consultant, Financial Advisor, or other similar roles • Experience in working with accounting software and statistical packages • Incredible mathematical skills • Strong knowledge of financial industry and regulations • Good knowledge of investing • Knowledge of financial products such as insurance, stocks, pensions, etc • Ability to translate financial performance and goals into written strategies and game plans • Strong analytical and problem-solving skills

A Financial Consultant should possess the following key skills:
• Ability to create detailed reports and spreadsheets • Ability to predict market trends accurately • Ability to analyze financial conditions • Ability to connect with clients • Ability to create financial projections • Ability to explain complex financial information easily • Ability to work on multi projects with tight deadlines • Ability to convey opinions precisely and clearly • Ability to own decisions confidently • Ability to pay attention to details • Ability to maintain confidentiality • Ability to retain long-term relationships with clients