Financial Services Specialist

3 weeks ago


Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time
Job Description

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.


  • Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time

    Pension and Risk Specialist Job DescriptionThe Recruitment Lab is seeking an experienced Pension and Risk Specialist to advise on personal financial products and workplace pensions in Sittingbourne.About the Role:Key Responsibilities:Conduct employee meetings to discuss workplace pensions, financial planning, and other relevant topics.Deliver group...


  • Sittingbourne, Kent, United Kingdom ProTalent Limited Full time

    We are searching for a skilled Financial Services Senior Specialist to join our esteemed client in Sittingbourne.The ideal candidate will have extensive experience in financial services, particularly in audit and accounts. They will be responsible for conducting thorough audits, identifying areas for improvement, and implementing changes to enhance business...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    We are seeking a Financial Solutions Specialist to join our team. As a Financial Solutions Specialist, you will be responsible for providing expert advice on financial services products and guiding clients on how to best utilize their Workplace Pension. This is an excellent opportunity for someone with a passion for financial services and a desire to work in...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Careers Full time

    Financial Planning SpecialistWe 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 DOEAbout the Role:Meet with...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job DescriptionWe are seeking a Financial Planning Specialist to join our administration team, responsible for the pensions and benefits of our clients. As a key member of our team, you will encourage career development and take further professional qualifications.Your Responsibilities:One-to-one meetings with employees to discuss their financial plans and...


  • Sittingbourne, Kent, United Kingdom Be-IT Ltd Full time

    We are looking for a Financial Accounting Specialist to join our 'Connected Cities' business unit at Equans. In this role, you will be responsible for supporting the General Manager in providing a full management accounting service and delivering professional, timely, and accurate financial reporting & forecasting service.Responsibilities and...


  • Sittingbourne, Kent, United Kingdom Cobb & Jones Full time

    Job Title: Financial Management SpecialistWe are seeking a highly skilled Financial Management Specialist to join our team at Cobb & Jones. The ideal candidate will have experience in producing monthly management accounts, maintaining key ledgers, and overseeing banking and cash flow.The successful candidate will be responsible for supervising the finance...


  • Sittingbourne, Kent, United Kingdom Cobb & Jones Careers Full time

    Cobb & Jones Careers is seeking an experienced Financial Planning Specialist to join their team on a permanent basis. This role offers a competitive salary of £55,000 - £65,000 per annum.This newly created position will have high exposure as it partners with the wider business, providing first-class financial analysis, support and advice to the Finance...


  • Sittingbourne, Kent, United Kingdom Corecruitment International Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Corecruitment. This is an excellent opportunity for a motivated and experienced professional to lead financial operations and drive business performance.Key Responsibilities:Lead Budgeting and Forecasting: Develop and implement comprehensive budgeting and...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job DescriptionWe are seeking an experienced Employee Benefits Financial Advisor to join our team. The successful candidate will have a good working knowledge of workplace pensions and Group Risk products, as well as individual personal finance products.The role involves one-to-one meetings with clients to discuss their financial plans, including pension...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Limited Full time

    Job Summary:We are seeking a skilled Financial Advisor to join our team at Ernest Gordon Recruitment Limited. As a Financial Advisor, you will be responsible for providing expert advice on Workplace Pensions, mortgages, and other financial products to employees.The ideal candidate will have a background in Financial Advice and be keen to progress in their...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Employee Benefits Financial Advisor Job DescriptionWe are looking for a skilled Financial Advisor to join our team. In this role, you will work closely with clients to understand their financial needs and provide expert advice on workplace pensions and benefits.Key DutiesYou will conduct regular meetings with clients to discuss their financial plans and...


  • Sittingbourne, Kent, United Kingdom Page Personnel Sales Full time

    We are seeking a highly skilled and experienced Part-time Financial Operations Specialist to join our team at Page Personnel Sales. In this role, you will be responsible for overseeing the financial operations of the company and ensuring that all financial reports and practices are accurate and up-to-date.Your primary responsibilities will include developing...


  • Sittingbourne, Kent, United Kingdom Page Personnel Full time

    Job Overview">This part-time finance position is ideal for a skilled financial professional seeking to join a dynamic organisation in Chatham, Kent.">Key Responsibilities">">Oversee the day-to-day management of the company's finances, ensuring timely and accurate financial reports and practices.">Develop and implement financial policies and procedures,...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job OverviewIn this exciting role, you will be responsible for providing comprehensive financial services to clients, including benefits consulting, pension management, and insurance advice. You will work with a range of stakeholders to understand their needs and develop tailored solutions.Key Responsibilities:Provide expert financial advice and guidance to...


  • Sittingbourne, Kent, United Kingdom Michael Page Full time

    Michael Page is seeking a Finance Manager to join their team on the Isle of Sheppey, based on the island's growing economy.About the RoleDrive financial success by leading the financial operations for the organisation.Manage financial risks and ensure compliance with financial regulations.Develop and implement strategies to enhance profitability and...


  • Sittingbourne, Kent, United Kingdom Austin Fraser Full time

    A financial management opportunity has become available for a dedicated individual to work as a part-time Finance Manager based on the Isle of Sheppey.Key ResponsibilitiesLead the Accounting & Finance department by utilising managerial skills to drive financial success.Prepare Management Accounts for 4 business entities within the Group, ensuring accuracy...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Financial Planning and Employee Benefits RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team as an Employee Benefits Financial Advisor. In this role, you will be responsible for providing expert advice on employee benefits and financial planning, as well as analyzing complex data to inform strategic decisions.Salary:...


  • Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

    Job OverviewThis is an exciting opportunity to work with a leading Employee Benefits Consultancy as a Financial Advisor. As part of our administration team, you will be responsible for providing expert advice on workplace pensions and benefits to our clients.Key ResponsibilitiesYou will conduct one-to-one meetings with clients to discuss their financial...


  • Sittingbourne, Kent, United Kingdom Clear IT Recruitment Full time

    Job Title: Senior Conveyancing SpecialistClear Legal and Financial Recruitment is seeking a highly skilled Senior Conveyancing Specialist to join their team in Sittingbourne, Kent. As a key member of the team, you will be responsible for undertaking conveyancing work and providing a profitable contribution to the firm's operations.Estimated Salary: £35,000...