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- Tasks: Guide employees on financial planning, pensions, and investments through meetings and document creation.
- Company: Join a leading Employee Benefits company supporting SMEs and corporates across the UK.
- Benefits: Enjoy a hybrid work model, discretionary bonuses, and regular team socials.
- Why this job: Be part of a dynamic team making a real impact on employees' financial wellbeing.
- Qualifications: Must have DipFA level 4 IFA experience and knowledge of employee benefits.
- Other info: Office days are set for Tuesday to Thursday, with a supportive business community.
The predicted salary is between 39000 - 52000 £ per year.
Financial Advisor within Employee Benefits
Hybrid after probation - Kent - £45k - £60k + benefits including a discretionary bonus
Monday to Friday 9 to 5pm (office days will be set as Tuesday, Wednesday and Thursday). Regular team socials. Opportunity to be part of a wider business community.
I am working exclusively with a leading Employee Benefits company who specialise in a wide range of professional and financial services to both SME and Corporate businesses across the UK.
The Financial Advisory business sits within the Employee Benefits division who are committed (and successful) in helping employers optimise their employees' financial planning and pension needs.
Your experience as a DipFA level 4 IFA will allow you to provide financial guidance to employees, across pensions, investments, mortgages (including buy to let), ISA, protection, and retirement planning.
This fabulous team are looking for a Financial Advisor professional to bring their knowledge and expertise that will expand the team's service offering to their valued client base.
Day to day tasks will include:
- One-to-one or group meetings with employees regarding:
- Workplace Pension
- ISAs, protection policies, cash accounts, NS&I
- Investment planning
- Efficient use of mortgages - including buy to let
- Financial planning guidance, changes in workplace benefits such as pension scheme switching or Salary Sacrifice etc.
- Tax and Tax Allowance calculations
- Creating employee-facing documents that help explain financial services products
An ideal candidate will have solid experience as an IFA / financial adviser / Financial Planner and a good working knowledge of the issues and hot topics in the employee benefits sector. A strong understanding of products such as workplace pensions, mortgages, investments, Protection, along with an understanding of Net, Salary Sacrifice and Tax for pension contributions. You will also have experience dealing with providers and customers face to face as well as telephone, video, emails.
Financial Advisor employer: Elbrus Partners Limited
Contact Detail:
Elbrus Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the Employee Benefits sector. Attend industry events or webinars to connect with potential colleagues and clients, which can help you gain insights into the company culture and expectations.
✨Tip Number 2
Stay updated on the latest trends and regulations in financial advising and employee benefits. This knowledge will not only enhance your expertise but also demonstrate your commitment to the field during interviews.
✨Tip Number 3
Prepare to discuss real-life scenarios where you've successfully advised clients on financial planning. Use specific examples that highlight your problem-solving skills and ability to tailor solutions to individual needs.
✨Tip Number 4
Familiarise yourself with the company's values and mission. Tailor your conversations to reflect how your personal values align with theirs, showing that you're not just a fit for the role, but for the company as a whole.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, particularly your qualifications like 'DipFA' and any relevant experience in employee benefits. Use specific examples that demonstrate your expertise in pensions, investments, and financial planning.
Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also shows your passion for helping employees with their financial planning. Mention how your skills align with the company's mission to optimise employee benefits.
Showcase Relevant Experience: In your application, emphasise your hands-on experience with workplace pensions, ISAs, and other financial products. Include any successful outcomes from your previous roles that demonstrate your ability to provide valuable financial guidance.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial advisory field.
How to prepare for a job interview at Elbrus Partners Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products you'll be discussing, such as workplace pensions, ISAs, and protection policies. Be prepared to explain these concepts clearly, as you'll need to communicate them effectively to employees.
✨Showcase Your Experience
Highlight your experience as a DipFA level 4 IFA during the interview. Share specific examples of how you've successfully guided clients in financial planning, investments, and retirement strategies to demonstrate your expertise.
✨Understand Employee Benefits Trends
Stay updated on current trends and hot topics in the employee benefits sector. Being knowledgeable about recent changes or innovations will show that you're proactive and engaged in the industry.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to provide solutions for hypothetical client situations. Practise articulating your thought process and decision-making skills in these scenarios to showcase your problem-solving abilities.
