Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Guide employees on optimising their workplace pensions and financial plans.
- Company: Join a dynamic team focused on employee benefits in Sittingbourne.
- Benefits: Enjoy hybrid work options and competitive salary ranging from £45,000 to £65,000.
- Why this job: Make a real impact on people's financial futures while enjoying a supportive work culture.
- Qualifications: Level 4 Financial Adviser Diploma required; CeMap or MAQ qualifications are a plus.
- Other info: Immediate interviews available for motivated candidates ready for a new challenge.
Employee Benefits 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 a Financial Advisor you will make the transition from IFA sales to holding one-to-one meetings which invariably involve discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan but will also include:
- Understanding when and how to amalgamate pensions.
- Overall pension or investment targeting.
- Efficient use of mortgages.
- How to identify when to use other financial products such as ISAs, protection policies, cash accounts, NS & I.
- When Buy to Let and alternative investments might be appropriate as part of a financial plan.
- Helping those facing significant AA ‘tapering’ identify how best to save for retirement.
- Presentations – these could include general financial planning guidance, announcing changes in workplace benefits such as pension scheme switching or the introduction of new features such as Salary Sacrifice implementation.
It is likely that you will have achieved Level 4 Financial Adviser Diploma and are used to advising and selling financial products. It would be highly desirable if you were CeMap or MAQ mortgage qualified and have good working knowledge of workplace pensions and Group Risk products.
Immediate interviews.
Financial Advisor employer: ELBRUS PARTNERS
Contact Detail:
ELBRUS PARTNERS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network with professionals in the financial advisory sector, especially those who specialise in employee benefits. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in workplace pensions.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as ISAs and protection policies. Being able to discuss these confidently during interviews will demonstrate your expertise and readiness for the role.
✨Tip Number 3
Prepare to showcase your experience in one-to-one client meetings. Think of examples where you've successfully advised clients on financial planning, particularly around pensions and investments, as this will be a key part of the role.
✨Tip Number 4
Research the company’s approach to employee benefits and workplace pensions. Understanding their philosophy and any recent changes they’ve made can help you tailor your discussions and show that you're genuinely interested in contributing to their goals.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as an Independent Financial Adviser (IFA). Emphasise your skills in pension amalgamation, investment targeting, and knowledge of financial products like ISAs and protection policies.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for transitioning into the Employee Benefits sector. Discuss how your background as an IFA equips you to help employees optimise their workplace pensions and financial plans.
Highlight Relevant Qualifications: Clearly state your Level 4 Financial Adviser Diploma and any additional qualifications such as CeMap or MAQ. Mention your familiarity with workplace pensions and Group Risk products to strengthen your application.
Showcase Communication Skills: Since the role involves one-to-one meetings and presentations, highlight your communication skills. Provide examples of how you've effectively communicated complex financial concepts to clients in the past.
How to prepare for a job interview at ELBRUS PARTNERS
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, ISAs, and protection policies. Be prepared to discuss how these products can be tailored to meet individual client needs.
✨Demonstrate Your Communication Skills
As a Financial Advisor, you'll need to hold one-to-one meetings and present complex information clearly. Practice explaining financial concepts in simple terms, and be ready to showcase your ability to engage with clients effectively.
✨Showcase Your Experience
Highlight your previous experience as an Independent Financial Adviser (IFA) and how it has prepared you for this new role. Be specific about your achievements and how they relate to the responsibilities outlined in the job description.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and decision-making process. Think about past situations where you've had to advise clients on financial planning and be ready to discuss your approach and outcomes.
