Employee Benefits Consultant

Location
London, England
Salary
£45000 - £53000 per annum
Posted
29 May 2019
Closes
26 Jun 2019
Ref
14019776/001
Contact
Cameron Leather
Contract Type
Permanent
Hours
Full Time

A leading financial advisers based in London or Weybridge is looking for an Employee Benefits Consultant to join their wider Human Resources and Personnel Advisory team

Client Details

A leading financial advisers based in London or Weybridge is looking for an Employee Benefits Consultant to join their wider Human Resources and Personnel Advisory team

Description

Role of the Employee Benefits Consultant in London or Weybridge:

  • To provide friendly and engaging first class advice and service to our clients and their employees, following our ethos of putting our clients at the heart of our service.

  • Conduct one-to-one advice meetings with employees regarding their workplace pension scheme and employee benefits (if applicable) using our cashflow modelling software.

  • To be able to explain complex financial jargon in plain English.

  • Conduct and follow the company's Financial Advice process.

  • Be responsible for hosting and presenting financial wellbeing presentations and tutorials on a variety of financial planning topics, including retirement planning, to groups of differing sizes.

  • Answer member queries via email and telephone.

  • Complete the advice process during and after meetings.

  • Become proficient at using our cashflow modelling software.

  • build strong internal and external relationships.

  • Make sure all client files are maintained in conjunction with the company's compliance standards.

  • Participate in appropriate company training, competence and development initiatives.

  • To continuously meet, the Regulator's Fit & Proper requirements.

Profile

Experience for the Employee Benefits Consultant:

  • Experience of delivering face-to-face advice.

  • As a minimum, a Level 4 Diploma is required.

  • Strong workplace pensions and retirement planning knowledge, including advising individuals on defined contribution schemes, salary sacrifice and automatic enrolment.

  • Excellent people skills and enjoys meeting new people.

  • Confident presenter, with experience of presenting to small and large groups.

  • Happy to travel to our clients' offices frequently.

  • Previous experience working in an employee benefits business.

  • Experience working with corporate clients' employees.

  • Experience of delivering telephone based advice.

  • Currently an authorised Financial Adviser.

  • Experience of using cash flow forecasting tools (such as Voyant) as part of the advice process.

Job Offer

Field based / remote working

Competitive package

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