Financial Adviser , Pensions

Position: Financial Adviser , Pensions & Employee Benefits
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, who will be 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 but. 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 my 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 the anyone would find accessible. The Financial Adviser will maintaining 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