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- Tasks: Guide employees on maximizing their company benefits and financial planning.
- Company: Join a leading Group's Employee Benefits Consultancy focused on expert financial advice.
- Benefits: Enjoy a no-sales environment, focusing on education and meaningful conversations.
- Why this job: Make a real difference in employees' lives through trusted financial guidance.
- Qualifications: Experience as a financial advisor with a passion for helping others.
- Other info: Engage in one-to-one and group sessions without sales pressure.
Employee Benefits Financial Advisor Are you an experienced AND DipFA qualified financial advisor looking to move away from sales and focus on providing expert guidance? Join our Employee Benefits Consultancy (EB), part of a leading Group, where you'll help employees make the most of their company benefits through expert financial advice. Why This Role? This is a consultative, advice-driven position—no sales targets, just meaningful conversations that empower employees to make informed financial decisions. You’ll hold one-to-one and group sessions with employees, helping them maximize their Workplace Pensions and integrate them into their overall financial plans. What You’ll Be Doing: * Guiding employees on how and when to consolidate pensions. * Offering insights on pension and investment targeting to align with long-term goals. * Providing advice on efficient mortgage use as part of a financial strategy. * Helping employees determine when to utilise ISAs, protection policies, NS&I products, and cash accounts. * Advising on when Buy to Let or alternative investments could be suitable. * Assisting high earners in navigating Annual Allowance tapering and retirement savings strategies. * Delivering engaging presentations on financial planning, workplace benefit changes, and enhancements like Salary Sacrifice schemes. What Makes This Role Unique? * No pressure to sell—your focus is on education and guidance. * Varied and rewarding—help people at different career stages make informed decisions. * Be a trusted expert—build strong relationships by providing valuable, independent advice. If you're passionate about financial planning and want to make a real difference in employees' lives, we'd love to hear from you! Apply today to take your advisory career to the next level. #DipFA #financialadvisor
Employee Benefits Financial Advisor employer: ELBRUS PARTNERS
Contact Detail:
ELBRUS PARTNERS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Financial Advisor
✨Tip Number 1
Familiarize yourself with the latest trends in employee benefits and financial planning. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your expertise in guiding employees.
✨Tip Number 2
Prepare to discuss real-life scenarios where you've successfully advised clients on pension consolidation or investment strategies. Sharing specific examples will showcase your consultative approach and ability to empower employees.
✨Tip Number 3
Highlight your communication skills, especially in delivering presentations. Since this role involves group sessions, being able to convey complex financial concepts in an engaging manner is crucial.
✨Tip Number 4
Research our company culture and values. Understanding what makes us unique will allow you to align your personal values with ours, making a strong case for why you're the right fit for the team.
We think you need these skills to ace Employee Benefits Financial Advisor
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of an Employee Benefits Financial Advisor. Tailor your application to highlight your experience in providing financial advice without sales pressure.
Highlight Relevant Experience: In your CV and cover letter, emphasize your previous roles where you provided consultative financial advice. Mention specific examples of how you've helped clients with pensions, investments, or financial planning.
Showcase Your Communication Skills: Since this role involves one-to-one and group sessions, demonstrate your strong communication skills. Include examples of presentations or workshops you've conducted, focusing on how you engaged and educated your audience.
Personalize Your Cover Letter: Write a compelling cover letter that reflects your passion for helping others with their financial decisions. Explain why you're interested in this role specifically and how your values align with the company's mission to empower employees.
How to prepare for a job interview at ELBRUS PARTNERS
✨Show Your Passion for Financial Guidance
Make sure to express your enthusiasm for helping employees navigate their financial decisions. Share examples of how you've positively impacted clients in the past, emphasizing your commitment to education over sales.
✨Prepare for Scenario-Based Questions
Expect questions that assess your ability to provide tailored advice. Prepare scenarios where you helped clients consolidate pensions or optimize their investment strategies, showcasing your consultative approach.
✨Demonstrate Your Knowledge of Employee Benefits
Familiarize yourself with various employee benefits and financial products mentioned in the job description. Be ready to discuss how you would advise on ISAs, protection policies, and other relevant topics.
✨Highlight Your Communication Skills
Since this role involves one-to-one and group sessions, emphasize your ability to communicate complex financial concepts clearly. Provide examples of past presentations or workshops you've led to demonstrate your effectiveness.
