Financial Advisor - Employee Benefits, ME10
United Kingdom 3 days ago
Job Description
Employee Benefits Financial Advisor / Financial Advisor - Employee Benefits
Sittingbourne - hybrid 2 days wfh after probation.£45,000 - £65,000 depending on experience.
If you are open to a change of direction and a new challenge after years as an Independent Financial Adviser (IFA), we may have just the opportunity for you.
As an Employee Benefits Financial Advisor you will make the transition from IFA sales to holding one-to-one meetings which invariably involve discussions around how employees can best utilise their Workplace Pension as part of their overall financial plan but will also include:
* Understanding when and how to amalgamate pensions.
* Overall pension or investment targeting.
* Efficientuse of mortgages.
* How to 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 facing significant AA‘tapering’ identify how best to save for retirement.
* Presentations – these 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.
It is likely that you will have achieved Level 4 Financial Adviser Diploma and are used to advising and selling financial products. It would be highly desirable if you were CeMap or MAQ mortgage qualified and have good working knowledge of workplace pensions and Group Risk products
Immediate interviews.
#IFA#employeebenefits #pensions
Procurement Specialist - Rochdale (England)
United Kingdom 2 hours ago
Join a World Leader as a Procurement Specialist! Location: Rochdale Salary:£30,000 -£33,000 Hours: Monday to Friday, 8:00 AM– 4:30 PM (1:30 PM finish on Fridays!) Onsite Car Parking Available Are you a skilled and motivated Procurement Specialist...
Commercial Finance Analyst, WR9
United Kingdom 23 hours ago
Hybrid - 35 hours per week (3 days office Tuesday - Thursday, 2 days at home) Are you a skilled finance professional looking for an exciting opportunity to make a real impact? Do you thrive in providing highly analytical and detail-oriented...
Construction Trainee
Manchester, North West England 1 day ago
Role overview ID: 2025-6840 Entity: Vistry Region: Vistry Manchester& Cheshire East Department: Build Contract Type: Permanent - Full Time Job Location: Salford, Greater Manchester Date Posted: 10.02.2025 We have an exciting opportunity for a...
Finance Director
United Kingdom 1 day ago
Role overview ID: 2025-6944 Entity: Vistry Region: Vistry South East Department: Finance& Tax Contract Type: Permanent - Full Time Job Location: Caterham, Surrey Date Posted: 13.02.2025 We have a fantastic opportunity for a Finance Director to...
World Insurance Associates.: HubSpot CRM Director
United Kingdom 1 day ago
Headquarters:Remote URL:http://worldinsurance.com Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World...
Onboarding Executive
United Kingdom 2 days ago
Company Description Legal& General is one of Europe's largest asset managers, providing clients and partners with complex, responsible investment solutions, across public and private markets. As a global investor, we are present where our clients...
Senior Frontend Engineer - AJ Bell
London, United Kingdom 2 days ago
We're now recruiting a Senior Frontend Engineer to join our Investcentre team and help in enhancing our successful award-winning platform. You will be joining a team which has a philosophy of continuous improvement, and a strong focus on engineering...
SVP Business - Citi
London, United Kingdom 2 days ago
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, problem solving and communication to Citi's Markets COO Team. By Joining Citi, you will become part of a global...
Risk Management Officer - Citi
Belfast, Northern Ireland 2 days ago
Are you looking for a career move that will put you at the heart of a global financial institution? Then bring your skills in analysis, identification and communication to Citi's Risk Identification& Monitoring team. This is a cross functional...
Quantity Surveyor, Glasgow
Glasgow, Scotland 2 days ago
Murray Recruitment are recruiting a Quantity Surveyor for our client a well-established and expanding business delivering a wide range of projects across the built environment. They are looking to recruit an experienced Quantity Surveyor to join...