Financial Advisor

Elbrus Partners Limited

Posted 19 hours ago, valid for a month

Sittingbourne, Kent ME10 4HS

Full Time

Retirement Plan

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The position is for a Financial Advisor within Employee Benefits, offering a hybrid work model after probation in Kent.
The salary ranges from £45,000 to £60,000, accompanied by benefits including a discretionary bonus.
Candidates are expected to have a minimum of level 4 IFA qualification (DipFA) and relevant experience in financial advisory roles.
Daily responsibilities include providing financial guidance on pensions, investments, mortgages, and retirement planning to employees.
The role involves creating employee-facing documents and requires a strong understanding of workplace pensions, tax allowances, and employee benefit issues.

Financial Advisor within Employee Benefits

Hybrid after probation - Kent - £45k - £60k + benefits including a discretionary bonus

Monday to Friday 9 to 5pm (office days will be set as Tuesday, Wednesday and Thursday). Regular team socials. Opportunity to be part of a wider business community.

I am working exclusively with a leading Employee Benefits company who specialise in wide range of professional and financial services to both SME and Corporate businesses across the UK.

The Financial Advisory business sits the Employee Benefits division who are committed (and successful) in helping employers optimise their employees financial planning and pension needs.

Your experience as a "DipFA" level 4 IFA will allow you to provide financial guidance to employees, across pensions, investments, mortgages (including buy to let), ISA, protection, and retirement planning.

This fabulous team are looking for a "Financial Advisor" professional to bring their knowledge and expertise that will expand the teams service offering to their valued client base.

Day to day tasks will include

One-to-one or group meetings with employees regarding :

Workplace Pension
ISAs, protection policies, cash accounts, NS & I
Investment planning
Efficient use of mortgages - including buy to let
Financial planning guidance, changes in workplace benefits such as pension scheme switching or Salary Sacrifice etc.
Tax and Tax Allowance calculations
Creating employee-facing documents that help explain financial services products

An ideal candidate will have solid experience as an "IFA" / "financial adviser" / "Financial Planner" and a good working knowledge of the issues and hot topics in the employee benefits sector. A strong understanding of products such as workplace pensions, mortgages, investments, Protection, along with an understanding of Net, Salary Sacrifice and Tax for pension contributions. You will also have experience dealing with providers and customers face to face as well as telephone, video, emails.

#IFA #DipFA #employeebenefits

Apply now in a few quick clicks

Financial Advisor

2 x Financial Planner Opportunities, Kent (offices across the region), £100,000-£150,000, negotiable

Financial Planner - Servicing Role, Offices near Maidstone, Kent, £70,000 - £100,000 (negotiable)

Chartered Financial Planner - Offices close to Maidstone - £70k - £100k (negotiable) + bonuses