Employee Benefits Financial Adviser
4 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 day ago
Swanley, United Kingdom The Recruitment Lab Full timeJob Description 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...
-
Financial Services Client Administrator
6 months ago
Swanley, United Kingdom Finlink Ltd Full timeAn exciting opportunity to join an established and respected Independent financial advisers based in Swanley as an Client Administrator. This Independent, whole-of-market financial planning and investment management firm, offering services to personal, corporate and trustee clients was established over 100 years ago. The team is made up from highly...
-
Financial Planning Administrator
6 months ago
Swanley, United Kingdom Recruit Wealth Ltd Full timeRecruit Wealth are representing a highly successful, well known national Financial Planning business who are currently recruiting for an experienced Administrator to join their existing team. The business is a modern, highly ethical and rewarding employer. They deal with individuals/private clients relating to their pensions, investments and working towards...
-
Financial Planning Administrator
6 months ago
Swanley, United Kingdom Idex Full timeA growing IFA are looking to add an experienced Financial Planning Administrator to their team in Swanley. This hybrid position offers a varied and challenging role, lots of career development and progress into paraplanning, advising and other areas of the business. Main duties: - Working closely with the Adviser Support Operations Manager and established...
-
Paraplanner
2 months ago
Swanley, United Kingdom CV-Library Full timeA new opportunity has opened for an experienced Paraplanner to join a reputable company based on the outskirts of Swanley. You will be supporting 3 advisers and working alongside another paraplanner to guide clients. The role will require that you can undertake research, write suitability reports, liaise with product providers, and be comfortable liaising...
-
Ifa - All Business Provided
6 months ago
Swanley, United Kingdom Clark James Recruitment Full timeClark James Recruitment are working with a highly regarded and, long established firm of Independent Financial Advisers. Due to further expansion and growth within the business our client are looking to appoint an IFA to join the business on an employed business servicing existing clients. **Company** - An excellent opportunity to join a highly...
-
Group Risk And Healthcare Consultant
2 weeks ago
Swanley, United Kingdom Elbrus Office & Professional Full time'GROUP RISK AND HEALTHCARE CONSULTANT' / 'EMPLOYEE BENEFITS CONSULTANT' Salary to £45k + life & private health insurance Hybrid after successful probation - wfh Monday and Friday.Rural location that offers a great work environment and facilities Our client, an award winning financial solutions company, offer a wide range of professional and financial...
-
Financial Controller
1 month ago
Swanley, United Kingdom Grafton Banks Finance Ltd Full timeGrafton Banks Finance is working with a large PE backed construction group to recruit a Financial Controller for one of their businesses, based in Swanley Kent.The role will report into the Finance Director and will manage a small team that will provide financial leadership to the £300m turnover business, helping to drive sustainable and profitable...
-
Financial Controller
1 month ago
Swanley, United Kingdom Grafton Banks Finance Ltd Full timeGrafton Banks Finance is working with a large PE backed construction group to recruit a Financial Controller for one of their businesses, based in Swanley Kent.The role will report into the Finance Director and will manage a small team that will provide financial leadership to the £300m turnover business, helping to drive sustainable and profitable...
-
Financial Planning Specialist
4 weeks ago
Swanley, Kent, United Kingdom Blakemore Recruitment Full timeJob DescriptionWe are seeking a skilled Financial Planning Specialist to join our team in Swanley, Kent. This role offers flexible home working arrangements.About the JobThis is an excellent opportunity for an experienced Paraplanner to support the sales and delivery of advice to private clients, while also providing system-based administration and client...
-
Financial Planning Manager
3 weeks ago
Swanley, Kent, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Blakemore Recruitment practice based in the South East who are looking to recruit a Senior Paraplanner.Job SummaryThis is an exciting opportunity for a highly skilled and experienced Paraplanner to join our team in Swanley, Kent. The successful candidate will be responsible for providing paraplanning services to clients,...
-
Group Risk And Healthcare Consultant
1 day ago
Swanley, United Kingdom The Recruitment Lab Full timeJob Description Group Risk and Healthcare Consultant Role Overview: Our client is an accountancy firm providing a range of services to individuals and organisations across the UK. They currently seek a Group Risk and Healthcare Consultant to join their Employee Benefits team based in Sittingbourne. The role involves managing the portfolios of client...
-
Senior Financial Services Coordinator
3 weeks ago
Swanley, Kent, United Kingdom Blakemore Recruitment Full timeAre you a skilled Paraplanner looking for a new challenge?About the OpportunityWe are currently recruiting for a Paraplanner to join our team in Swanley, Kent.Job DescriptionThe successful candidate will be responsible for providing paraplanning services to clients, including product research, solution design, and report writing.Key ResponsibilitiesSupport...
-
Group Risk And Healthcare Consultant
1 day ago
Swanley, United Kingdom Elbrus Office & Professional Full timeJob Description 'GROUP RISK AND HEALTHCARE CONSULTANT' / 'EMPLOYEE BENEFITS CONSULTANT' Salary to £45k + life & private health insurance Hybrid after successful probation - wfh Monday and Friday.Rural location that offers a great work environment and facilities Our client, an award winning financial solutions company, offer a wide range of professional and...
-
Group Risk And Healthcare Consultant
4 days ago
Swanley, United Kingdom The Recruitment Lab Full timeGroup Risk and Healthcare Consultant Role Overview: Our client is an accountancy firm providing a range of services to individuals and organisations across the UK.They currently seek a Group Risk and Healthcare Consultant to join their Employee Benefits team based in Sittingbourne.The role involves managing the portfolios of client employee benefits...
-
Desktop Surveyor
6 months ago
Swanley, United Kingdom BELFOR UK Ltd Full timeThe Desktop Surveyor is responsible for delivering officed based surveys utilising photos, reports and dimensions provided by our restoration technicians. and ensuring that these works are completed to a satisfactory quality and profitable standard in line with those defined at BELFOR UK Ltd operational procedures and techniques. This includes a strong focus...
-
Financial Controller
1 month ago
Swanley, UK, Kent, United Kingdom Grafton Banks Finance Ltd Full timeGrafton Banks Finance is working with a large PE backed construction group to recruit a Financial Controller for one of their businesses, based in Swanley Kent.The role will report into the Finance Director and will manage a small team that will provide financial leadership to the £300m turnover business, helping to drive sustainable and profitable...
-
Senior IFA Administrative Specialist
4 weeks ago
Swanley, Kent, United Kingdom Blakemore Recruitment Full time**Job Title:** Senior IFA Administrative Specialist We are excited to present an excellent opportunity for a skilled Administrator to join our client, a thriving and dynamic Independent Financial Adviser firm based in Swanley.About the Role:Issuing letters of authorities (LOAs) to providers and developing proficiency in writing basic suitability...
-
Retail Manager
6 months ago
Swanley, United Kingdom Marie Curie UK Full timePosition: Retail Manager Salary and Hours: £20,820.80 pro rata, per annum, 35 Hours per week Contract: Permanent, Full time Based: Swanley, Marie Curie Shop Closing date: We are reviewing applications as soon as they are received. We advise you APPLY NOW if you are interested. Interview process: If your application is deemed...
-
Site Manager
2 weeks ago
Swanley, United Kingdom United Living Group Full timeJob Description Manage and control the activities on site to successfully complete the project within budget, to the stipulated quality standards, within the contract period and to achieve high levels of customer satisfaction ensuring that the highest standards of Health and Safety are maintained at all times.Specific Responsibilities Accountable for all...