Financial Planning Specialist

2 days ago


Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

Job Title: Financial Planning Specialist

About Us:

We are a leading Employee Benefits Consultancy that offers an outstanding working environment and benefits. We value our staff, providing flexibility and the opportunity to progress.

The Role:

  • One-to-one meetings involving discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan but will also include:
  • Presentations including general financial planning guidance, announcing changes in workplace benefits such as pension scheme switching or the introduction of new features.
  • Tax and Allowance calculations - as an example: helping a client identify their maximum scope for Annual Allowance usage.
  • Creating employee-facing documents that help explain financial services products or concepts in a way that the 'man in the street' would find accessible.

About You:

  • You will have a good working knowledge of workplace pensions and Group Risk products as well as individual personal finance products.
  • You must hold a Level 4 Financial Advisor Diploma.

Salary & Benefits:

The salary range for this position is £58,000 - £65,000 per year, depending on experience. The role also comes with various benefits, including a free swimming pool, free parking, and on-site restaurant.



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