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Adviser

Job in London - England - UK
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Company: Fintop Consulting Limited
Full Time position
Listed on 2019-11-25
Job specializations:
  • Consulting
    Business Consultant, International Consulting, Management Consultant
  • Business
Job Description & How to Apply Below
Our outstanding and award winning client who is expanding has asked us to search for an Employee Benefits Adviser, to work from its London based office. This role comes with excellent training and development opportunities which can help your career growth.


Main Responsibilities:

  • To provide friendly and engaging first class advice and service to our clients and their employees, following our ethos of putting our clients at the heart of our service.
  • Conduct one–to-one advice meetings with employees regarding their workplace pension scheme and employee benefits (if applicable) using our cashflow modelling software.
  • To be able to explain complex financial jargon in plain English.
  • Be responsible for hosting and presenting financial wellbeing presentations and tutorials on a variety of financial planning topics, including retirement planning, to groups of differing sizes.
  • To continuously meet, the Regulator’s Fit & Proper requirements.


Key Skills & Attributes:

  • Understand the goals and aspirations of clients.
  • Enjoys meeting new people.
  • Strong presentation skills.
  • Ability to interact effectively with all types of people.


Essential:

  • Experience of delivering face-to-face advice.
  • As a minimum, a Level 4 Diploma is required.
  • Strong workplace pensions and retirement planning knowledge, including advising individuals on defined contribution schemes, salary sacrifice and automatic enrolment.
  • Excellent people skills and enjoys meeting new people.
  • Confident presenter, with experience of presenting to small and large groups.
  • Happy to travel to our clients’ offices frequently


Desirable:

  • Previous experience working in an employee benefits business.
  • Experience working with corporate clients’ employees.
  • Experience of delivering telephone based advice.
  • Currently an authorised Financial Adviser.
  • Experience of using cash flow forecasting tools (such as Voyant) as part of the advice process.
  • Experience advising clients with higher earnings and the complexities this can present
Position Requirements
Less than 1 Year work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
For jobs on this site that accept applications from your location / country,
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