Fram Executive Search Limited | Employee Benefits Financial Advisor | united kingdom
4 days ago
Some of the responsibilities include:
- One-to-one meetings with employees regarding :
- Workplace Pension
- investment targeting
- Efficient use of mortgages.
- ISAs, protection policies, cash accounts, NS & I
- Financial planning guidance, changes in workplace benefits such as pension scheme switching or Salary Sacrifice etc.
- Tax and Allowance calculations
- Creating employee-facing documents that help explain financial services products
- Maintaining an online Literature Library designed to explain the most common personal finance and benefits issues to employees.
- Keep update records of all client conversations.
JBRP1_UKTJ
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United Kingdom Fram Executive Search Limited Full timeFram are working with a leading financial solutions company who specialise a wide range of professional and financial services to private clients and businesses. Our client has an Employee Benefits division dedicated to helping employers optimise their employees financial planning and pension needs. This role is within the advisory team that provide...
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United Kingdom Fram Executive Search Limited Full timeFram are working with a leading financial solutions company who specialise a wide range of professional and financial services to private clients and businesses. Our client has an Employee Benefits division dedicated to helping employers and employees optimise their company benefit offerings. This role involves joining the Group Risk and Healthcare team,...
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United Kingdom Fram Executive Search Limited Full timeFram are working with a leading financial solutions company who specialise a wide range of professional and financial services to private clients and businesses. Our client has an Employee Benefits division dedicated to helping employers and employees optimise their company benefit offerings. This role involves joining the Group Risk and Healthcare team,...
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