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- Tasks: Guide employees on financial benefits through meetings and presentations.
- Company: Join a dynamic accountancy firm serving clients across the UK.
- Benefits: Enjoy flexible work options and a supportive team environment.
- Why this job: Make a real impact by helping others navigate their financial futures.
- Qualifications: No specific experience required; just a passion for finance and helping people.
- Other info: Opportunity to work with diverse benefit schemes and grow your advisory skills.
The predicted salary is between 36000 - 60000 £ per year.
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…
Employee Benefits Financial Adviser employer: The Recruitment Lab
Contact Detail:
The Recruitment Lab Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Employee Benefits Financial Adviser
✨Tip Number 1
Familiarize yourself with the various employee benefits schemes, especially pensions and health & wellbeing programs. Understanding these topics will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Practice your presentation skills, as group presentations are a key part of this role. Consider joining local speaking clubs or practicing with friends to build confidence in delivering financial guidance to groups.
✨Tip Number 3
Network with professionals in the financial advisory field. Attend industry events or join online forums to connect with others who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 4
Stay updated on changes in financial regulations and employee benefits trends. This knowledge will be crucial during interviews and will show that you are proactive and well-informed about the industry.
We think you need these skills to ace Employee Benefits Financial Adviser
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description and understand the key responsibilities of the Employee Benefits Financial Adviser. Tailor your application to highlight relevant experience in financial advising and employee benefits.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience you have in financial advising, particularly in relation to employee benefits, pensions, and financial planning. Use specific examples to demonstrate your expertise.
Showcase Communication Skills: Since the role involves one-to-one meetings and group presentations, it's crucial to showcase your communication skills. Provide examples of how you've effectively communicated complex financial information to clients or groups in the past.
Personalize Your Cover Letter: Write a personalized cover letter that reflects your enthusiasm for the position and the company. Mention why you are interested in working with this accountancy firm and how you can contribute to their Employee Benefits team.
How to prepare for a job interview at The Recruitment Lab
✨Know Your Employee Benefits
Make sure you have a solid understanding of the various employee benefits schemes, especially pensions and health & wellbeing options. Being able to discuss these in detail will show your expertise and readiness for the role.
✨Prepare for One-on-One Scenarios
Since the role involves conducting one-to-one meetings, practice how you would guide an employee through their financial options. Think about common questions they might ask and how you would address their concerns.
✨Group Presentation Skills
Brush up on your presentation skills, as you'll need to present financial guidance to groups. Prepare a short presentation on a relevant topic, and be ready to demonstrate your ability to engage and inform an audience.
✨Familiarize Yourself with CRM Systems
Understanding how to use CRM systems is crucial for maintaining records. If you have experience with any specific CRM software, be prepared to discuss it and how you can leverage it to enhance client interactions.
