Financial Advisor
5 days ago
**About the Role**
We are seeking a skilled Financial Advisor to join our Employee Benefits team at The Recruitment Lab. This exciting opportunity will see you working closely with clients to provide expert advice on workplace pensions, financial planning, and investment guidance.
The ideal candidate will have experience in advising on a range of personal financial products, including workplace pensions and Group Risk products. You will be responsible for preparing and undertaking one-to-one employee meetings, creating employee-facing documents, and updating internal CRM systems.
**Key Responsibilities:**
- Preparing and undertaking one-to-one employee meetings to discuss workplace pensions and clients' overall financial plans.
- Group presentations detailing general financial planning guidance, changes in workplace benefits, and implementation of new features such as Salary Sacrifice.
- Updating and recording internal CRM systems to maintain thorough records of all client conversations.
**What We Offer:
- A competitive salary of £45,000-£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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