Senior Financial Consultant

2 days ago


Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time

We are seeking a highly skilled Senior Financial Consultant to join our team. As a Senior Financial Consultant, you will be responsible for providing expert advice on workplace pensions and Group Risk products. This is an excellent opportunity for someone with a passion for financial services and a desire to work in a dynamic environment.

The successful candidate will have a good working knowledge of workplace pensions and Group Risk products as well as individual personal finance products. You will be responsible for conducting one-to-one meetings with clients to discuss their financial plans and provide guidance on how to best utilize their Workplace Pension. You will also be required to present general financial planning guidance and announce changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation.

In addition to your technical expertise, you will be expected to maintain thorough records of all client conversations and create employee-facing documents that help explain financial services products or concepts in a way that the 'man in the street' would find accessible. We offer a competitive salary of £58,000 - £65,000 DOE + a range of benefits including Free Swimming Pool + Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance.



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