Pension and Investment Advisor
2 weeks ago
We are seeking a Pension and Investment Advisor to join our team at Fram Executive Search Limited. The successful candidate will work with clients to understand their requirements and provide tailored advice on workplace pensions, investment targeting, and efficient use of mortgages.
About the RoleThe Employee Benefits division of our client provides financial guidance to employees across various services, including pensions, investments, and protection policies. The ideal candidate will have a good understanding of products such as workplace pensions, mortgages, and investments, as well as experience dealing with providers and customers face-to-face or remotely.
Responsibilities and Requirements- Provide one-to-one meetings with employees regarding workplace pensions, investment targeting, and efficient use of mortgages.
- Assist employees in financial planning, changes in workplace benefits, tax calculations, and creating employee-facing documents explaining financial services products.
- Maintain an online library of literature to explain common personal finance and benefits issues to employees.
This role offers a competitive salary of £60,000 - £80,000 per annum, depending on experience, plus half-year bonus and other benefits. Employees can also expect hybrid working arrangements after a probation period.
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Pension and Benefits Advisor
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