Financial Services Specialist
3 weeks ago
Role Overview:
We are seeking an experienced Financial Adviser to join our Employee Benefits team at The Recruitment Lab. Our ideal candidate will have a strong understanding of workplace pensions and personal finance products, as well as excellent communication skills.
- Conduct one-to-one meetings with employees to discuss their pension plans and financial goals, providing guidance on amalgamating pensions, investment strategies, and other financial products.
- Deliver group presentations on financial planning best practices, highlighting changes in workplace benefits and introducing new features such as salary sacrifice implementation.
- Maintain accurate records of client conversations using our CRM system.
- Calculate tax and allowance implications for clients.
- Develop employee-facing documents that explain complex financial concepts in a clear and concise manner.
Qualifications & Experience:
- Proven experience advising on a range of personal financial products.
- Strong knowledge of workplace pensions, Group Risk products, and individual personal finance products.
- Excellent relationship-building skills.
Package:
- A competitive salary of £40,000-£65,000 per annum.
- Half-yearly discretionary bonuses.
- Paid study support for professional development.
- 20 days holiday, increasing with service up to 25 days.
- Company pension, Life Assurance, Private Medical Insurance.
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