Financial Planning Consultant

4 days ago


Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

The Role

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  • Client Meetings">
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    • Provide one-to-one meetings involving discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan.">
    • Help clients understand when and how to amalgamate pensions, and identify opportunities for efficient use of mortgages and other financial products.">
    • Offer guidance on how to save for retirement, particularly in cases where employees face significant AA 'tapering'.">
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  • Presentations">

Deliver presentations to employees, providing general financial planning guidance and announcing changes in workplace benefits such as pension scheme switching or the introduction of new features like Salary Sacrifice implementation.



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