Financial Services Professional
2 weeks ago
Fram Executive Search Limited is seeking a Financial Services Professional to join their team. This role involves working with clients to optimise their employee financial planning and pension needs.
About the RoleThe Employee Benefits division of our client provides financial guidance to employees across various services, including pensions, investments, mortgages, ISAs, protection policies, and retirement planning. The ideal candidate will have a good understanding of products such as workplace pensions, mortgages, and investments, as well as experience dealing with providers and customers face-to-face or remotely.
Key Responsibilities- Provide one-to-one meetings with employees regarding workplace pensions, investment targeting, and efficient use of mortgages.
- Assist employees in financial planning, changes in workplace benefits, tax calculations, and creating employee-facing documents explaining financial services products.
- Maintain an online library of literature to explain common personal finance and benefits issues to employees.
This role offers a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus half-year bonus and other benefits. Employees can also expect hybrid working arrangements after a probation period.
RequirementsThe successful candidate will possess a strong understanding of the employee benefits sector, with knowledge of workplace pensions, mortgages, investments, and protection policies. They should also be experienced in dealing with providers and customers, either face-to-face or remotely.
Estimated Salary: £60,000 - £80,000 per annum. Our client offers a range of professional and financial services to private clients and businesses, providing expert guidance on employee benefits and pension planning.
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