Financial Planning Specialist

11 hours ago


Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Careers Full time
Financial Planning Specialist

We are seeking a skilled Financial Planning Specialist to join our team at Ernest Gordon Recruitment Careers. As a key member of our administration team, you will work closely with clients to provide expert advice on their Workplace Pension and other employee benefits.

Salary: £58,000 - £65,000 DOE

About the Role:

  • Meet with employees to discuss their financial goals and pension options.
  • Assess clients' pension portfolios and recommend investment strategies.
  • Work collaboratively with colleagues to identify opportunities for employees to optimize their mortgage usage and overall financial well-being.

Responsibilities:

  • Provide expert advice on Workplace Pensions and other employee benefits.
  • Analyze clients' financial situations and develop personalized plans.
  • Collaborate with colleagues to ensure seamless delivery of services.

Benefits:

  • Competitive salary and bonus structure.
  • Free parking and access to a swimming pool.
  • Hybrid working arrangement after 3-month probation period.
  • Opportunities for career development and professional qualifications.


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