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- Tasks: Provide impartial financial guidance to employees on workplace benefits and financial planning.
- Company: Join a leading financial advisory firm focused on employee benefits.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in people's financial lives while developing your skills.
- Qualifications: CII Diploma in Regulated Financial Planning and experience in financial guidance.
- Other info: Dynamic role with opportunities for growth and learning in the finance sector.
The predicted salary is between 36000 - 60000 £ per year.
The Financial Adviser (Employee Benefits) is responsible for delivering professional, impartial financial guidance to employees, with a particular focus on helping them understand and optimise their workplace benefit arrangements. The role supports employees in making well-informed financial decisions through structured one-to-one meetings, presentations, and the provision of clear educational materials, ensuring complex financial concepts are communicated in an accessible and compliant manner.
Key responsibilities
- 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.
This job description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person specification
- Qualifications
- CII Diploma in Regulated Financial Planning.
- Strong understanding of workplace pension schemes, including DC arrangements, pension consolidation, Annual Allowance and tapering considerations.
- Solid knowledge of wider personal financial planning areas such as investments, ISAs, protection products, mortgages, and savings vehicles.
- Experience delivering one-to-one financial guidance to employees or clients in a regulated environment.
- Proven ability to present financial concepts clearly to groups, both in person and virtually.
- Familiarity with maintaining accurate and compliant advisory records and using internal systems to document client interactions.
- Understanding of FCA regulatory requirements and adherence to professional standards within financial advice.
- Excellent communication skills, with the ability to translate complex financial information into clear, understandable language.
- Strong interpersonal skills with the ability to build rapport and trust quickly with employees at all levels.
- High attention to detail and strong analytical capability.
- Professional, ethical, and client-centred approach to advice and guidance.
- Ability to work independently, prioritise effectively, and manage a varied workload.
- Confident presentation and facilitation skills.
- Commitment to ongoing professional development and maintaining up-to-date technical knowledge.
- Sound judgement, discretion, and the ability to handle sensitive financial discussions appropriately.
If you are interested in learning more about this role or want to apply, please send your CV/Application to hr@shackletonadvisers.co.uk
Financial Adviser Employee Benefits in Sittingbourne employer: Shackleton Advisers Limited
Contact Detail:
Shackleton Advisers Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Employee Benefits in Sittingbourne
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or at industry events. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your pitch! When you get that interview, be ready to explain how your skills align with the role. Keep it concise and focus on how you can help employees optimise their financial benefits.
✨Tip Number 3
Showcase your expertise! Prepare to discuss recent trends in employee benefits and how they impact financial planning. This will demonstrate your knowledge and passion for the field.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Financial Adviser Employee Benefits in Sittingbourne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the job description. Highlight your experience with workplace pension schemes and financial planning, as these are key for the Financial Adviser role. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping employees understand their financial options. Share specific examples of how you've communicated complex financial concepts in the past – we love a good story!
Show Off Your Communication Skills: Since this role involves a lot of one-to-one meetings and presentations, make sure your application reflects your excellent communication skills. Use clear and concise language, and don’t shy away from showcasing any relevant experience you have in presenting financial information.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you get all the updates about your application status. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Shackleton Advisers Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of workplace pension schemes and financial products. Be ready to discuss how you would help employees optimise their benefits, as this will show that you understand the role and can provide valuable guidance.
✨Practice Your Presentation Skills
Since you'll be presenting financial concepts to groups, practice explaining complex ideas in simple terms. You might even want to prepare a mock presentation to demonstrate your ability to communicate clearly and effectively.
✨Showcase Your Interpersonal Skills
During the interview, focus on building rapport with your interviewers. Share examples of how you've successfully built trust with clients or employees in the past, as this is crucial for a Financial Adviser role.
✨Be Ready for Compliance Questions
Familiarise yourself with FCA regulatory requirements and be prepared to discuss how you ensure compliance in your advisory work. This will demonstrate your professionalism and understanding of the industry's standards.