BRILLIANT OPPORTUNITY. Great FINANCIAL ADVISOR ROLE FOR THE IFA CLIENTS, linked to the wonderful Company joining the Private Client Team in the EPIC Financial Services COMPANY. The Financial Advisor recruited will be capable of continued client growth & delivering exceptional service to the fantastic CompanIies Clients.
Candidate Qualification expectation for the lovely role LINKED TO INTERVIEW (TEAM CALL INITIALLY & OFFICE INTERVIEW)
* Qualified Financial Adviser with relevant certifications (e.g. Diploma FA, Level 4 Diploma and minimum 5 years skilled)
* Proven experience in client-facing advisory roles
* Strong interpersonal and communication skills
* A proactive and professional approach to client service
More Skills and Knowledge Requirements• Must have a minimum of 5 years’ experience with giving advice to clients within the Financial Services Industry• Must have obtained a Diploma as outlined and working towards Chartered status with the CII or equivalent governing bodies• Must have an in date SPS in issue from CII or equivalent governing bodies• Willingness to undertake study• Ability to manage own workload and work within a small team•Knowledge of business processes, standards, policies, and procedures• Exceptional communication sk...