Financial Adviser

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Financial Adviser / IFA Employee Benefits (Employed) Location: Faversham, Kent | Hybrid Working Available Salary: £45,000 £62,000 + Discretionary Bonus Permanent | Full-Time | Employed Role Recruitment Notice We are recruiting on behalf of a leading UK financial advisory practice for an experienced Financial Adviser / IFA to join their Employee Benefits team. This is a fully employed, client-focused advisory role there are no sales targets, no business development, and all client appointments are provided. The role is ideal for a customer-focused adviser who enjoys helping people make informed financial decisions. The Role Financial Adviser / IFA You will provide one-to-one financial guidance meetings to employees and deliver group presentations to employer clients, both in person and via Teams. Key Responsibilities of the Financial Adviser Conduct one-to-one meetings covering: Workplace pensions and retirement planning Pension consolidation and transfer considerations Overall pension and investment planning Efficient use of mortgages Use of financial products such as ISAs, protection policies, cash accounts, NS&I When Buy-to-Let or alternative investments might...
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Location:
Faversham
Salary:
£60,000
Job Type:
FullTime
Category:
Accounting & Finance

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