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- Tasks: Help employees maximise their workplace pensions and create accessible financial guidance.
- Company: Respected financial planning firm with ambitious growth plans.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities to build relationships and enhance financial literacy.
- Why this job: Make a real difference in people's financial futures while growing your career.
- Qualifications: Level 4 Financial Planning Diploma and strong interpersonal skills required.
The predicted salary is between 28800 - 48000 £ 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), discussing 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. They will identify when to use other financial products such as ISAs, protection policies, cash accounts, and when Buy to Let and alternative investments might be appropriate as part of a financial plan, helping clients 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 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 an accessible way. The Financial Adviser will maintain an online Literature Library designed to explain the most common personal finance and benefits issues to employees. They 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 Adviser , Pensions & Employee Benefits , Kent employer: JJ Search Ltd
Contact Detail:
JJ Search Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser , Pensions & Employee Benefits , Kent
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial sector. Attend local events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Financial Adviser role.
✨Tip Number 2
Practice your pitch! You never know when you'll get a chance to introduce yourself to a potential employer. Have a quick, engaging summary of your skills and experience ready to go, so you can impress them on the spot.
✨Tip Number 3
Show off your expertise! Create a portfolio or presentation that highlights your knowledge of workplace pensions and financial products. This will not only demonstrate your skills but also give you something tangible to discuss during interviews.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your qualifications. Plus, applying directly shows your enthusiasm and commitment to joining our team.
We think you need these skills to ace Financial Adviser , Pensions & Employee Benefits , Kent
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Financial Adviser 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 advising 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 need to communicate effectively with clients. In your application, demonstrate your ability to explain financial concepts clearly. Use straightforward language and examples that show you can make finance accessible for everyone.
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 Ltd
✨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 Adviser, you'll be working closely with clients. Practice your communication skills and think about examples where you've successfully explained financial concepts to someone without a finance background. This will show that you can connect with people and make the information accessible.
✨Prepare for Presentations
Since creating presentations is part of the role, consider preparing a short mock presentation on a relevant topic. This will not only demonstrate your knowledge but also your ability to engage an audience and convey important information clearly.
✨Understand the Company Culture
Research the firm’s values and growth plans. Tailor your responses to align with their ambitions and show how you can contribute to their goals. This will help you stand out as a candidate who is genuinely interested in being part of their team.