Ideal Job: Financial Consultant Role, Qualifications, and Future Plans

This project report focuses on the ideal job of a financial consultant, detailing the author's aspirations within the finance sector. It outlines the job description, emphasizing responsibilities such as developing financial plans, advising clients on investments, and monitoring market conditions. The report highlights the required qualifications, including a bachelor's degree, relevant licenses, and experience in financial planning. Furthermore, the author expresses their interest in working with Deloitte, a leading financial advisory organization, to gain experience and advance their career. The report concludes by emphasizing the importance of aligning personal skills and professional qualifications to secure the ideal job and achieve career goals. References to relevant books and journals support the analysis and conclusions presented.

Knowledge and
Creativity

Table of Contents
INTRODUCTION...........................................................................................................................1
THE IDEAL JOB.............................................................................................................................1
JOB DISCRIPTION FOR FINANCIAL CONSULTANCT...........................................................1
PERSON SPECIFICATION AND QUALIFICATIONS................................................................2
CONSLUSION................................................................................................................................3
REFERENCES................................................................................................................................4

INTRODUCTION
This project report is considered to be based on the Ideal job that I am toing to do in
future. As I am in the accounting and taxation field I want to make my future in finance sector
and become one of the best financial consultant. The report consist the full description for the job
role. Person specification for the job and qualification available to facilitate the job (Dobreva,
2016).
THE IDEAL JOB
My Ideal job is to become competent as a financial consultant so that good financial
advise can be provided to the clients which help them to manage their resources in best and
productive manner. I consider it as my ideal job because all the professional qualification that I
possess is related to finance sector and also my logical skills helps me to estimate finances and
investments in better manner. I am good and finding all the logical answers and my future
estimations are quite based on logics. Capital budgeting and analysis of financial market
develops all the required qualities to become of the the competent financial consultant (Del
Monte and Pennacchio, 2019). In future I am planning to work with one of the biggest financial
advisor organisation of UK known as Deloitte. The organisation is one of the biggest
organisation in the financial sector and provides growth and development opportunities at
national and international level. Working with this big organisation will help me to acquire
knowledge and experience in the finance consultancy field.
JOB DISCRIPTION FOR FINANCIAL CONSULTANCT
A knowledgable financial consultant to provide financial guidance to all the clients and
accomplish their goals are required. While addressing clients problems the financial consultant is
required to maintain good relationship with the clients (Yongyue and Ling, 2018). As a financial
consultant knowledge about economic events and change in the legislations must be taken care
while providing services to clients
JOB DISCRIPTION
Financial Consultant Responsibilities
 Developing financial plans for the clients and advise them with short and long term
investments.
 Advising clients with taxes, retirement planning, investments, insurance decisions and
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financial goals.
 Adjusting all the financial plans of the client on the basis of their preference.
 Monitoring financial markets and economic conditions.
 Communicating with accountants, real estate agents and other professionals to make
verifications.
 Research suitable verifications for the client.
 Socialising new clients through calling, mails, advertising and hosting some small
events.
 Travelling to clients places of business to consult with them for financial decisions.
Financial Consultants Requirements
 Bachelor's degree in finance, business management, Economics and related field.
 Licensed with the Financial Industry Regulatory Authority.
 A Certified Financial Planner (CFP).
 Experience in financial planning for 1 year as a trainee.
 Ability to analyse financial data.
 Excellent problem solving skills.
 Effective communication skills.
 Exceptional customer service skills
 Professional knowledge for operating all the Microsoft Office Applications.
PERSON SPECIFICATION AND QUALIFICATIONS
As all the requirements for the financial consultant job are related to the financial and
taxation sector and this makes me competent candidate for the job (Sánchez-Moral, Bontje and
Musterd, 2018). Qualifications that I possess as a suitable applicant for the job of consultant in
financial sector are as follows-
 Possess Bachelor's degreed in finance and business management from University of Bath.
 Recently acquired licence with Financial Industry Regulatory Authority (FIRA) to pursue
career in financial sector.
 A certificate to be called as a financial planner is available.
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 Trained with KPMG organisation for 2 years as a trainee in finance and taxes.
 Certified as one of the best trainee for analysing financial data and identifying best
solutions in each situation.
 A good communicator of English, French and Spanish.
 Worked on SAP and possess advanced knowledgable of Microsoft Excel, Power Point
and Word.
CONSLUSION
From the above project report for Knowledge and Creativity it has been concluded that
interest of an individuals helps to access the ideal job that each person. Professional qualification
and personal skills of an individual helps to grab the idea job. Required qualification must be
matched with the personal qualities of an individual so that person can become one of the
suitable candidate for the offered job. In order to find jobs various resources are used and best
suitable job opportunity is identified so that all the job opportunities can be accessed.
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REFERENCES
Books and Journals
Del Monte, A. and Pennacchio, L., 2019. Historical roots of regional entrepreneurship: the role
of knowledge and creativity. Small Business Economics, pp.1-22.
Dobreva, M., 2016. Collective knowledge and creativity: the future of citizen science in the
humanities. In Knowledge, Information and Creativity Support Systems (pp. 565-573).
Springer, Cham.
Sánchez-Moral, S., Bontje, M. and Musterd, S., 2018. Understanding knowledge and creativity-
based development in well-established cities and urban regions. International Journal of
Knowledge-Based Development. 9(4). pp.361-385.
Yongyue, W. and Ling, Z., 2018. How Psychological Resilience Influence Employees'
Creativity: The Role of Psychological Safety and Creative Self-Efficacy. Journal of
Psychological Science. (1). p.18.
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