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- Tasks: Engage with employees to optimise their workplace pensions and financial plans.
- Company: Join a dynamic team focused on employee benefits and financial advisory services.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- 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 preferred.
- Other info: Immediate interviews available for motivated candidates ready for a new challenge.
Employee Benefits Financial Advisor - 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 an Employee Benefits 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 - Employee Benefits employer: ELBRUS PARTNERS
Contact Detail:
ELBRUS PARTNERS Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor - Employee Benefits
✨Tip Number 1
Network with professionals in the Employee Benefits sector. Attend industry events or webinars to connect with potential colleagues and learn about the latest trends in workplace pensions and financial planning.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as ISAs and protection policies. Being well-versed in these areas will help you stand out during interviews.
✨Tip Number 3
Prepare to discuss your experience with amalgamating pensions and providing tailored financial advice. Think of examples from your past roles that demonstrate your ability to guide clients through complex financial decisions.
✨Tip Number 4
Showcase your presentation skills by preparing a mock presentation on a relevant topic, such as changes in workplace benefits. This will demonstrate your ability to communicate effectively with clients and employers alike.
We think you need these skills to ace Financial Advisor - Employee Benefits
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial advising, particularly in employee benefits and workplace pensions. Use specific examples to demonstrate your expertise in amalgamating pensions and advising on financial products.
Craft a Compelling Cover Letter: Write a cover letter that explains your motivation for transitioning from an Independent Financial Adviser to an Employee Benefits Financial Advisor. Emphasise your understanding of the role and how your skills align with the company's needs.
Highlight Relevant Qualifications: Clearly list your qualifications, such as the Level 4 Financial Adviser Diploma, CeMap, or MAQ mortgage qualifications. Mention any additional training or certifications that relate to workplace pensions and Group Risk products.
Showcase Communication Skills: Since the role involves one-to-one meetings and presentations, provide examples of your strong communication skills. Mention any experience you have in delivering financial planning guidance or conducting presentations to groups.
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 integrated into an employee's financial plan.
✨Demonstrate Your Communication Skills
Since the role involves one-to-one meetings and presentations, showcase your ability to communicate complex financial concepts clearly and effectively. Practice explaining financial strategies in simple terms.
✨Showcase Your Experience with Workplace Pensions
Highlight any previous experience you have with workplace pensions and Group Risk products. Be ready to discuss specific scenarios where you've helped clients navigate their pension options.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills. Think about how you would approach common challenges faced by employees regarding their financial planning and be ready to share your thought process.
