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Employee Benefits Financial Adviser
Role Overview:
Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne.
The Employee Benefits team run over a hundred different schemes for their client. These include pension, health & wellbeing, sickness and other schemes such as cycle to work or travel programmes. The Financial Adviser is part of the advisory team responsible for providing financial guidance to clients’ employees, helping them utilise the available benefits schemes. This can be done through one-to-one Financial Guidance meetings with employees or presentations with groups (in person or online).
Key Responsibilities:
- Preparing and undertaking one-to-one employee meetings to discuss workplace pensions and client’s overall financial plan. Such discussions could cover when/how to amalgamate pensions, overall investment goals, mortgages, and other financial products such as ISAs, protection policies, cash accounts, and NS&I.
- Group presentations detailing general financial planning guidance, changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation.
- Updating and recording internal CRM systems to maintain thorough records of all client conversations.
- Tax and Allowance calculations.
- Creating employee-facing documents that explain financial service products or concepts in a straightforward fashion.
Qualifications & Experience:
- Experience of advising on a range of personal financial products.
- Excellent working knowledge of workplace pensions and Group Risk products as well as individual personal finance products.
- Used to nurturing and building client relationships.
- Consultative sales manner.
- Relevant qualification, for example, DipFA or CeMap.
Package:
- Competitive salary (40k-65k per annum).
- Half-yearly discretionary bonuses.
- Paid study support for professional development.
- 20 days holiday, increasing with service (up to 25 days).
- Company pension, Life Assurance, Private Medical Insurance.
For further information please apply below.
