Employee Benefits Financial Advisor
Are you an experienced financial advisor looking to move away from sales and focus on providing expert guidance? Join our Employee Benefits Consultancy (EB), part of a leading Group, where you'll help employees make the most of their company benefits through expert financial advice.
Why This Role?
This is a consultative, advice-driven position—no sales targets, just meaningful conversations that empower employees to make informed financial decisions. You’ll hold one-to-one and group sessions with employees, helping them maximize their Workplace Pensions and integrate them into their overall financial plans.
What You’ll Be Doing:
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Guiding employees on how and when to consolidate pensions.
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Offering insights on pension and investment targeting to align with long-term goals.
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Providing advice on efficient mortgage use as part of a financial strategy.
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Helping employees determine when to utilise ISAs, protection policies, NS&I products, and cash accounts.
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Advising on when Buy to Let or alternative investments could be suitable.
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Assisting high earners in navigating Annual Allowance tapering and retirement savings strategies.
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Delivering engaging presentations on financial planning, workplace benefit changes, and enhancements like Salary Sacrifice schemes.
What Makes This Role Unique?
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No pressure to sell—your focus is on education and guidance.
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Varied and rewarding—help people at different career stages make informed decisions.
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Be a trusted expert—build strong relationships by providing valuable, independent advice.
If you're passionate about financial planning and want to make a real difference in employees' lives, we'd love to hear from you! Apply today to take your advisory career to the next level