Financial Adviser , Pensions & Employee Benefits , Kent

39 Days Old

The Company: A wellrespected 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...
Apply
Location:
Sittingbourne
Salary:
£60,000
Job Type:
FullTime
Category:
Accounting & Finance

We found some similar jobs based on your search