Financial Advisor - Employee Benefits

Employee Benefits Financial Advisor / Financial Advisor - Employee Benefits

Sittingbourne - hybrid 2 days wfh after probation.

£45,000 - £65,000 depending on experience.

If you are open to a change of direction and a new challenge after years as an Independent Financial Adviser (IFA), we may have just the opportunity for you.

As an Employee Benefits Financial Advisor, you will make the transition from IFA sales to holding one-to-one meetings which invariably involve discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan. Responsibilities will include:

1. Understanding when and how to amalgamate pensions.
2. Overall pension or investment targeting.
3. Efficient use of mortgages.
4. Identifying when to use other financial products such as ISAs, protection policies, cash accounts, NS & I.
5. Determining when Buy to Let and alternative investments might be appropriate as part of a financial plan.
6. Helping those facing significant AA ‘tapering’ identify how best to save for retirement.
7. Presentations – these could include 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.

It is likely that you will have achieved Level 4 Financial Adviser Diploma and are used to advising and selling financial products. It would be highly desirable if you were CeMap or MAQ mortgage qualified and have good working knowledge of workplace pensions and Group Risk products.

Immediate interviews.

Job Info

Job Title: Financial Advisor - Employee Benefits

Company: CV-Library

Location: Maidstone, Kent

Posted:

Closes: Jan 5th 2025

Sector:

Contract: Permanent

Hours: Full Time