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- Tasks: Provide strategic financial advice to SME and corporate clients while managing projects.
- Company: Join a multi-award-winning UK-wide financial advice business focused on employee wellbeing.
- Benefits: Enjoy a salary up to £75k, car allowance, 28 days holiday, PMI, and a shares scheme.
- Why this job: Make a real impact on employee financial wellbeing in a supportive remote work environment.
- Qualifications: Minimum two years' experience in IFA/Corporate Pensions/Employee Benefits; Level 4 preferred.
- Other info: Remote role with travel to client sites; full UK driving license and car required.
The predicted salary is between 45000 - 105000 £ per year.
Synchronicity Financial Services is delighted to be partnering with a multi-award-winning, UK-wide financial advice business as they look to recruit a Senior Financial Wellbeing Consultant to join their expanding corporate team.
As a Corporate Adviser, you will play a pivotal role in providing strategic financial advice to SME and corporate clients. The role encompasses the project management, implementation and ongoing support to clients in relation to their workplace pensions, employee education programmes, group risk, and other employee benefit solutions.
Knowledge Required
- Strong knowledge of workplace pensions/auto-enrolment, group risk, and business protection.
- Knowledge in other areas of employer-funded benefits, including flexible and voluntary benefits. Understanding of the regulations underpinning the provision of workplace pensions/employee benefit solutions.
- Experience in successfully working with corporate advisers, clients, their employees and providers. Minimum of two years’ experience in an IFA/Corporate Pensions/Employee Benefits environment.
- Level 4 or working towards preferred
A generous salary offering of up to £75k plus a car allowance and a very attractive bonus are on offer, alongside core benefits including 28 days holiday, PMI & a company shares scheme. This is a remote-working role with travel to client sites required. Applicants will ideally have a full UK driving license and own a car.
Senior Financial Wellbeing Consultant employer: Synchronicity Financial Services
Contact Detail:
Synchronicity Financial Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Wellbeing Consultant
✨Tip Number 1
Make sure to highlight your experience in workplace pensions and employee benefits during any networking opportunities. Connect with professionals in the financial services industry on platforms like LinkedIn to expand your network and learn about potential openings.
✨Tip Number 2
Stay updated on the latest regulations and trends in workplace pensions and employee benefits. This knowledge will not only help you in interviews but also demonstrate your commitment to the field and your ability to provide strategic advice.
✨Tip Number 3
Consider reaching out to current or former employees of Synchronicity Financial Services to gain insights into the company culture and expectations for the Senior Financial Wellbeing Consultant role. This can give you an edge in understanding what they value in candidates.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully managed projects related to employee benefits in previous roles. Being able to articulate your past successes will help you stand out as a strong candidate for this position.
We think you need these skills to ace Senior Financial Wellbeing Consultant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in workplace pensions, group risk, and employee benefits. Use specific examples from your previous roles to demonstrate your expertise and how it aligns with the requirements of the Senior Financial Wellbeing Consultant position.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial wellbeing and your understanding of the challenges faced by SME and corporate clients. Mention your project management skills and how you can contribute to their employee education programmes and benefit solutions.
Showcase Relevant Qualifications: If you have a Level 4 qualification or are working towards it, make sure to mention this prominently in your application. Highlight any additional certifications or training that relate to financial advice and employee benefits.
Highlight Your Client Management Experience: Discuss your experience working with corporate advisers and clients. Provide examples of how you've successfully managed client relationships and delivered strategic financial advice, as this is crucial for the role.
How to prepare for a job interview at Synchronicity Financial Services
✨Showcase Your Expertise
Make sure to highlight your strong knowledge of workplace pensions, group risk, and business protection during the interview. Be prepared to discuss specific examples from your previous experience that demonstrate your ability to provide strategic financial advice.
✨Understand the Regulations
Familiarize yourself with the regulations surrounding workplace pensions and employee benefit solutions. Being able to articulate your understanding of these regulations will show that you are well-prepared and knowledgeable in your field.
✨Demonstrate Project Management Skills
Since the role involves project management and implementation, be ready to discuss your experience in managing projects. Share examples of how you've successfully implemented financial solutions for clients and supported them throughout the process.
✨Prepare for Client Interaction Scenarios
As a Senior Financial Wellbeing Consultant, you'll be working closely with corporate advisers and clients. Prepare for role-play scenarios or questions about how you would handle client interactions, ensuring you convey your communication skills and ability to build relationships.
