Employee Benefit Consultant/Financial Adviser - London and Kent

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2019-12-20 14:42:261970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location London & Kent
Area Kent, UKLondon, UK London & Kent
Sector FINANCIAL SERVICES - Employee BenefitsFINANCIAL SERVICES - Independent Financial Advisor
Salary £50 - 70,000 pa + benefits
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JH2212
Job Views 695

In line with growth plans for 2020, a very successful Financial Services organisation are looking to recruit an additional senior employee benefits professional to support their existing portfolio and assist in the development of new clients.

As a Consultant you will be responsible for providing consultancy services to new and existing corporate clients to promote Employee Benefits services. The successful candidate with have the technical ability to advise clients on the full spectrum of options available. They should be able to create opportunities through the existing book of business.

Full client support, research and a comprehensive paraplanning service can be provided to ensure more emphasis on advice and less on administrative duties.

Key Responsibilities

  • Conduct and follow the financial Advice process following all service standards and rules for a compliant outcome and an outstanding client experience.
  • Responsible for hosting financial education workshops and presenting staff benefits using power point to groups of employees varying in number
  • Conduct one-to-one advice appointments with employees regarding their workplace pension and employee benefits
  • Deal with queries via email and telephone from new and existing clients
  • Complete the advice process during/post meetings
  • Be able to identify opportunities and client needs and refer business leads of mortgage and wealth management to the team around you.

Experience, Knowledge & Essential Attributes

  • You must be currently working as an Employee Benefit Consultant/IFA/Financial Advisor
  • You will be experienced in advising clients on all aspects of financial planning, including investments, pensions, and protection
  • Full diploma qualification preferred
  • Have at least 4 years relevant face-to-face experience
  • Detailed technical knowledge with which to provide a high-quality financial planning service
  • Excellent knowledge of products and prioritisation of needs and best advice
  • Ability to think through the consequences of actions taken both internally and operationally
  • Ability to demonstrate positive attitude and behaviour and a flexibility to take on feedback to develop new skills and ways of thinking
  • Creative thinking ability
  • Thorough understanding of the Compliance, Legal, Statutory and Regulatory aspects impacting upon this area
  • Excellent communication skills and high standards of literacy essential

An excellent basic salary is on offer plus benefits. The role will be based in London and Kent.

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Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

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More Details

Coast Recruitment is adapting to the COVID-19 outbreak, we are adopting a working from home model for our team until further notice.

We are well prepared and equipped to run our business effectively in this way. Your usual contacts can be contacted via their email addresses from 20th July 20 – when we will be returning periodically to the office. Alternatively to speak to either John or Amanda please call 01702 713739.

We feel these steps allow us to maintain business continuity effectively, while minimising any potential risk to colleagues, their families, and clients and our business partners.