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Financial Adviser - Sittingbourne - JJ Search Ltd
Description
Job Description
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 Literature Library designed to explain the most common personal finance and benefits issues to employees.
The Financial Adviser will manage relationships, ideally with employers (the clients) as well as individuals.
The Candidate
Level 4 Financial Planning Diploma essential
Good working knowledge of workplace Pensions and Group Risk products as well as individual personal finance products, including with-profits and historic pension contracts
Great with people enjoy providing solutions and able to explain things simply for anyone to understand
Good knowledge of Microsoft Outlook, Word, Powerpoint and Excel
CeMap or MAQ mortgage qualification
JBRP1_UKTJ
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Financial Adviser
Only for registered members Sittingbourne
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Financial Adviser
Only for registered members Sittingbourne, England
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Financial Adviser Employee Benefits
Only for registered members Sittingbourne
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Financial Adviser
Only for registered members Isle Of Wight, England
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Financial Adviser
Only for registered members Southend-on-Sea SS
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Trainee Financial Adviser
Only for registered members Royal Tunbridge Wells
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Financial Wellbeing Adviser
Only for registered members Broadstairs
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Trainee Financial Planner/Adviser
Only for registered members West Malling ME AE
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Employee Benefits Administrator
Only for registered members Sittingbourne
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Employee Benefits Healthcare Advisor
Only for registered members Sittingbourne
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Employee Benefits Healthcare Advisor
Only for registered members Sittingbourne
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Pension Administrator
Only for registered members Sittingbourne
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Pension Administrator
Only for registered members Sittingbourne
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Employee Benefits Healthcare Advisor
Only for registered members Sittingbourne, England
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Pension Administrator
Only for registered members Sittingbourne, England
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Group Risk Consultant
Only for registered members Sittingbourne
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Sales Valuer
Only for registered members Sittingbourne, UK
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Estates Manager
Only for registered members Borough of Swale ME DB
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Trainee Estate Agent
Full time Only for registered members Borough of Swale
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Trainee Estate Agent
Full time Only for registered members Borough of Swale
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Trainee Estate Agent
Only for registered members Sheerness, England