Employee Benefits Financial Adviser
3 days ago
Employee Benefits Financial Adviser
Role Overview:
Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne.
The Employee Benefits team run over a hundred different schemes for their client. These include pension, health & wellbeing, sickness and other schemes such as cycle to work or travel programmes. The Financial Adviser is part of the advisory team responsible for providing financial guidance to clients’ employees, helping them utilise the available benefits schemes. This can be done through one-to-one Financial Guidance meetings with employees or presentations with groups (in person or online).
Key Responsibilities :
- Preparing and undertaking one-to-one employee meetings to discuss workplace pensions and client’s overall financial plan. Such discussions could cover when/how to amalgamate pensions, overall investment goals, mortgages, and other financial products such as ISAs, protection policies, cash accounts, and NS&I.
- Group presentations detailing general financial planning guidance, changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation.
- Updating and recording internal CRM systems to maintain thorough records of all client conversations.
- Tax and Allowance calculations.
- Creating employee-facing documents that explain financial service products or concepts in a straightforward fashion.
Qualifications & Experience:
- Experience of advising on a range of personal financial products.
- Excellent working knowledge of workplace pensions and Group Risk products as well as individual personal finance products.
- Used to nurturing and building client relationships.
- Consultative sales manner.
- Relevant qualification, for example, DipFA or CeMap.
Package:
- Competitive salary (40k-65k 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.
For further information please apply below.
-
Employee Benefits Financial Adviser
1 week ago
Sittingbourne, United Kingdom The Recruitment Lab Full timeEmployee Benefits Financial Adviser Role Overview:Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne. The Employee Benefits team run over a hundred different schemes for their client. These include...
-
Employee Benefits Financial Adviser
2 weeks ago
Sittingbourne, United Kingdom The Recruitment Lab Full timeEmployee Benefits Financial Adviser Role Overview:Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne. The Employee Benefits team run over a hundred different schemes for their client. These...
-
Employee Benefits Financial Adviser
2 weeks ago
Sittingbourne, UK, Kent, United Kingdom The Recruitment Lab Full timeEmployee Benefits Financial Adviser Role Overview:Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Financial Adviser to join their Employee Benefits team based in Sittingbourne. The Employee Benefits team run over a hundred different schemes for their client. These include...
-
Financial Advisor
2 weeks ago
Sittingbourne, United Kingdom CV-Library Full timeEmployee Benefits Financial Advisor / Financial Advisor - Employee Benefits Sittingbourne - hybrid 2 days wfh after probation. £45,000 - £65,000 depending on experience. If you are open to a change of direction and a new challenge after years as an Independent Financial Adviser (IFA), we may have just the opportunity for you. As an Employee...
-
Employee Benefits Specialist
2 days ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time**Job Overview**The Recruitment Lab is an accountancy firm providing a range of services to individuals and organisations across the UK. We currently seek a Financial Planner to join our Employee Benefits team based in Sittingbourne. As a key member of our team, you will work closely with clients to provide expert advice on workplace pensions and financial...
-
Employee Benefits Specialist
4 weeks ago
Sittingbourne, United Kingdom CV-Library Full timeLocation: Sittingbourne, Kent (Flexible working options after probation) Hours: Monday to Friday, 9:00 AM – 5:30 PM Package: * Competitive salary (DOE) * Half-yearly discretionary bonuses * Paid study support for professional development * 20 days holiday, increasing with service (up to 25 days) * Company pension, Life Assurance,...
-
Employee Benefits Specialist
24 hours ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full time**Key Responsibilities**We are seeking an experienced Employee Benefits Specialist to join our team. Your primary focus will be on providing expert advice on pension and benefit schemes, helping our clients navigate the complexities of modern employee benefits.With a strong background in financial advice, you will work closely with our clients to understand...
-
Financial Advisor
2 days ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full time**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...
-
Employee Benefits Specialist
3 weeks ago
Sittingbourne, United Kingdom The Recruitment Lab Full timeJob Description Employee Benefits Specialist Location: Sittingbourne, Kent (Flexible working options after probation) Hours: Monday to Friday, 9:00 AM – 5:30 PM Package: Competitive salary (35k-42k per annum) Half-yearly discretionary bonuses Paid study support for professional development 20 days holiday, increasing with service (up to 25 days)...
-
Employee Benefits Specialist
2 days ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full timeJob OverviewThis is an excellent opportunity for a skilled Employee Benefits Specialist to join our team within The Recruitment Lab consultancy. As a Group Risk Consultant, you will be responsible for conducting market reviews for Group Risk and Healthcare policies, liaising with clients to gather information and request quotes from providers, and analysing...
-
Employee Benefits Financial Consultant
2 days ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeCompany OverviewA leading Employee Benefits Consultancy offers a unique opportunity to work in-house, providing an outstanding working environment and benefits. This renowned company values its staff, offering flexibility and the chance to progress.
-
Employee Benefits Financial Advisor
2 weeks ago
Sittingbourne, United Kingdom CV-Library Full timeEmployee Benefits Financial Advisor (Consultancy / Level 4) £58,000 - £65,000 DOE + Free Swimming Pool! + Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance Sittingbourne Are you from a Financial Advice background looking to work in-house for a company...
-
Employee Benefits Consultant
1 month ago
Sittingbourne, United Kingdom CV-Library Full timeEmployee Benefits Consultant (Group Risk & Healthcare) £40,000 - £45,000 DOE + Twice yearly bonus + Free Swimming Pool! + Paid Study Support + Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance Sittingbourne Are you a Group Risk consultant, or Group Risk...
-
Employee Benefits Consultant
4 weeks ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Limited Full timeSittingbourne is home to a leading financial solutions company that offers an outstanding working environment and benefits. As an Employee Benefits Consultant, you will be part of the team that researches, advises, and recommends employee benefits across healthcare and life assurance for clients.The Role:Market review exercises involve liaising with clients...
-
Employee Benefits Consultant
2 days ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeRole OverviewThe ideal candidate will possess a deep understanding of workplace pensions and Group Risk products, as well as individual personal finance products. They will be responsible for providing expert guidance to clients on their financial plans, including pension amalgamation, investment targeting, and efficient use of mortgages.They will also be...
-
Employee Benefits Specialist
3 weeks ago
Sittingbourne, UK, Kent, United Kingdom The Recruitment Lab Full timeEmployee Benefits Specialist Location: Sittingbourne, Kent (Flexible working options after probation)Hours: Monday to Friday, 9:00 AM – 5:30 PM Package:Competitive salary (35k-42k per annum)Half-yearly discretionary bonusesPaid study support for professional development20 days holiday, increasing with service (up to 25 days)Company pension, Life Assurance,...
-
Financial Services Consultant
2 days ago
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeAbout the RoleWe are looking for a highly motivated Financial Services Consultant - Benefits to join our team at Ernest Gordon Recruitment. As a key member of our team, you will be responsible for providing expert advice on employee benefits and compensation packages.The ideal candidate will have a strong background in financial services and be passionate...
-
Sittingbourne, Kent, United Kingdom Ernest Gordon Recruitment Full timeEmployee Benefits Financial Advisor (Consultancy / Level 4) £Free Parking + On-Site Restaurant + Hybrid available after 3-month probation + Workplace Pension + Life Assurance + Private Medical Insurance Are you from a Financial Advice background looking to work in-house for a company that offers an outstanding working environment and benefits and is a...
-
Employee Experience Manager
4 weeks ago
Sittingbourne, Kent, United Kingdom Enfinium Community Fund Full timeWe're seeking an experienced HR Adviser to join our team at Enfinium Community Fund. As an integral part of our HR function, you'll play a key role in shaping our organization's future by providing expert advice and guidance on HR matters.About the JobJob Summary: Provide high-quality HR services that support the growth and development of our business.Key...
-
Benefits Manager
2 days ago
Sittingbourne, Kent, United Kingdom The Recruitment Lab Full timeOpportunity ProfileWe are seeking a skilled Employee Benefits Specialist to join our dynamic team at The Recruitment Lab consultancy. As a Group Risk Consultant, you will be responsible for conducting market reviews, liaising with clients, and analysing market feedback to produce recommendations.ResponsibilitiesConduct market reviews for Group Risk and...