Financial Planning Specialist
11 hours ago
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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