Overview
GREAT COMPANY LINKED TO Great skilled Financial Advisor Role linked to the great wonderful Company joining the Private Client Team in the EPIC Financial Services COMPANY. The Financial Advisor recruited will be capable of continued client growth and delivering exceptional service to the fantastic Company Clients.
Candidate Qualification expectation for the lovely role LINKED TO INTERVIEW (TEAM CALL INITIALLY THEN OFFICE INTERVIEW)
Qualifications
* Qualified Financial Adviser with relevant certifications (e.g. DiplomaFA, 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
Additional 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 skills at all levels
* Excellent organisational skills
* Knowledge of Microsoft Word, Excel, Outlook and ideally Intelligent Office, Paper cloud and Pulse dealing systems
* Excellent report writing skills
* Excellent knowledge of financial products
* Knowledge of legal regulatory and industry requirements
Employee Role and Team
Employee who is recruited:
* To work with and support other employees working within the various departments of the Fantastic, company
* Create and promote a positive working environment within which each individual feels they make a valuable contribution and knows how their success will be measured
Location and Interview Process
LOCATION FOR THIS ROLE IS IN HENLEY AND OFFICE BASED AND INTERVIEWS IN AUGUST IF YOU ARE GREATLY SKILLED FOR THIS WONDERFUL COMPANY
Main Purpose of the Role
• To provide a comprehensive financial planning and advice service to new and existing clients of the company, with reference to investments, pensions and protection, tax efficiency
Duties and Responsibilities:
* Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management
* Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support
* Update all relevant meeting information onto systems for record keeping and the report writing process
* Collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out
* Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk within the great fantastic Company
* To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data
* To ensure that all relevant information is recorded on client files
Application Note
IF YOU HAVE THE FULL DIPLOMA AND A MINIMUM OF 5 YEARS SKILLS AS A FINANCIAL ADVISOR AS OUTLINED AND DEFINITELY WORKING TOWARDS THE CHARTERED STATUS
LOOK FORWARD TO RECEIVING THE CANDIDATES WITH THE OUTLINED SKILLS IN ORDER TO COME FORWARD. THE ROLE IS 100% OFFICE BASED AND GREAT.
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