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- Tasks: Help employees maximise their workplace pensions and create accessible financial plans.
- Company: Respected financial planning firm with ambitious growth goals.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in people's financial futures while growing your expertise.
- Qualifications: Level 4 Financial Planning Diploma and strong interpersonal skills required.
- Other info: Dynamic role with opportunities to build relationships and enhance financial literacy.
The predicted salary is between 36000 - 60000 £ per year.
The Company: A well respected and professional financial planning firm with ambitious growth plans.
The Role: The Financial Adviser will be a Level 4 Diploma qualified Adviser, responsible for one-to-one meetings with employees of various Companies (clients), involving discussions around how they can best utilise their Workplace Pension as part of their overall financial plan. The Financial Adviser will understand when and how to amalgamate pensions, overall pension or investment targeting, including efficient use of Mortgages.
The Financial Adviser will 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 to identify how best to save for retirement. The Financial Adviser may create Presentations that 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.
The Financial Adviser role will support Employee guidance that will entail Tax and Allowance calculations and will create employee-facing documents that help explain financial services products or concepts in a way that anyone would find accessible. The Financial Adviser will maintain an online Literature Library designed to explain the most common personal finance and benefits issues to employees. The Financial Adviser will manage relationships, ideally with employers (the clients) as well as individuals.
The Candidate: Level 4 Financial Planning Diploma – essential. Good working knowledge of workplace Pensions and Group Risk products as well as individual personal finance products, including with-profits and historic pension contracts. Great with people – enjoy providing solutions and able to explain things simply for anyone to understand. Good knowledge of Microsoft Outlook, Word, Powerpoint and Excel. CeMap or MAQ mortgage qualification.
Locations
Financial Consultant - Pensions in Kent, Sittingbourne employer: JJ SEARCH LIMITED
Contact Detail:
JJ SEARCH LIMITED Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Consultant - Pensions in Kent, Sittingbourne
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet potential employers or clients, make sure you can clearly explain who you are and what you bring to the table. Tailor your message to highlight your expertise in pensions and financial planning.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements and case studies related to financial advising. This could include presentations you've made or documents you've created that simplify complex financial concepts.
✨Tip Number 4
Apply through our website! We’ve got loads of opportunities waiting for you. Make sure to keep an eye on our careers page and apply directly – it’s the best way to get noticed by our hiring team!
We think you need these skills to ace Financial Consultant - Pensions in Kent, Sittingbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Consultant role. Highlight your Level 4 Diploma and any relevant experience with workplace pensions and financial products. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Don’t forget to mention your people skills and ability to simplify complex concepts.
Showcase Your Communication Skills: As a Financial Adviser, you'll be explaining financial concepts to clients. In your application, demonstrate your ability to communicate clearly and effectively. Use straightforward language and avoid jargon – we want to see how you can make finance accessible!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the details you need about the position there!
How to prepare for a job interview at JJ SEARCH LIMITED
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pensions and financial products. Be ready to discuss how you would help clients utilise their pensions effectively, and be prepared to explain complex concepts in simple terms.
✨Showcase Your People Skills
As a Financial Consultant, you'll be working closely with clients. During the interview, demonstrate your ability to connect with people. Share examples of how you've successfully communicated financial advice in the past, making it relatable and easy to understand.
✨Prepare for Presentations
Since creating presentations is part of the role, practice delivering a short presentation on a financial topic. This will not only show your expertise but also your ability to engage an audience and convey information clearly.
✨Familiarise Yourself with Tools
Get comfortable with Microsoft Office tools like Word, PowerPoint, and Excel. You might be asked about your experience with these during the interview, so having specific examples of how you've used them in previous roles can really set you apart.