Employee Benefits Financial Advisor (Consultancy / Level 4)

Employee Benefits Financial Advisor (Consultancy / Level 4)

£58,000 - £65,000 DOE + Free Swimming Pool! + Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance

Location: Sittingbourne

Are you from a Financial Advice background looking to work in-house for a company that offers an outstanding working environment and benefits and is a recognised leading Employee Benefits Consultancy?

Would you like to work for a leading financial solutions company that values its staff, providing an excellent workplace environment, flexibility, and the opportunity to progress?

On offer is the opportunity to join the administration team that looks after the pensions and benefits of the company's clients where they encourage career development and taking further professional qualifications.

This is a fantastic opportunity to join a great employer. You will be from a financial or pensions administration background and keen for an exciting move.

The Role:

1. One-to-one meetings involving discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan.
2. Understanding when and how to amalgamate pensions.
3. Overall pension or investment targeting.
4. Efficient use of mortgages.
5. Identifying when to use other financial products such as ISAs, protection policies, cash accounts, NS & I.
6. When Buy to Let and alternative investments might be appropriate as part of a financial plan.
7. Helping those facing significant AA 'tapering' identify how best to save for retirement.
8. Presentations including general financial planning guidance, announcing changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation.
9. Updating EB systems to maintain thorough records of all client conversations.
10. Tax and Allowance calculations - helping clients identify their maximum scope for Annual Allowance usage.
11. Creating employee-facing documents that explain financial services products or concepts in an accessible way.

The Person:

1. Good working knowledge of workplace pensions and Group Risk products as well as individual personal finance products, including with-profits and historic pension contracts.
2. Level 4 Financial Advisor Diploma.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH17025

Keywords: Employee Benefits Financial Advisor, Financial Advisor, IFA, CeMap, MAQ, Level 4 Financial Advisor Diploma

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.