Diploma Qualified Employee Benefits Adviser

  • Location

    City of London, London

  • Sector:

    Employee Benefits

  • Job type:

    Permanent

  • Salary:

    £48000 - £50000 per annum

  • Contact:

    Ben Everingham

  • Contact email:

    beveringham@mbfitzgerald.co.uk

  • Job ref:

    BBBH1428_1557760402

  • Published:

    over 1 year ago

  • Expiry date:

    2019-06-12

MB Fitzgerald are working with an award-winning firm of Finacial Advisers. They are on the lookout for a Diploma Qualified Adviser to join their medium-sized team.

The Employee Benefits Adviser will be responsible for educating and advising their clients' individual employees according to the agreed proposition.

Key Responsibilities:

  • Minimum Level 4 qualified.
  • Financial Services experience, with a proven track record of giving face-to-face advice.
  • Excellent pension knowledge and experience.
  • Proven track record of building rapport and strong relationships with clients at all levels.
  • Confident presenter, with experience of presenting to both small and large groups.
  • The ability to complete fact finds, risk profiles etc.
  • The ability to travel to clients on a regular basis.
  • Experience advising on group defined benefit and defined contribution schemes including automatic enrolment and salary sacrifice.
  • Experience advising clients on higher earnings and all that entails.

A key part of this role is to advise employees who have been auto-enrolled into their employer's pension schemes and service existing members of group pension schemes so knowledge in Automatic Enrolment is also beneficial.