Employee Benefits Adviser

Coast Specialist Recruitment
£40,000 - £49,999
19 Mar 2019
22 Mar 2019
Contract Type
Full Time

Employee Benefits Adviser

London/Weybridge - £50,000

The Role

  • Conduct and follow my client’s advice process following all service standards and rules for a compliant outcome and an outstanding customer experience.
  • To ensure all clients files are maintained in conjunction with compliance standards.
  • Be responsible for hosting financial education workshops and presenting staff benefits using PowerPoint to groups of employees varying in number.
  • Conduct one-to-one advice appointments with employees regarding their workplace pension scheme and employee benefits.
  • Deal with queries via email and telephone from new and existing clients.
  • Completing the advice process during/post meetings.
  • Service existing members of workplace pension schemes.
  • Relationship building.
  • Participating in appropriate company training, competence and development initiatives.
  • To continuously meet, the regulator’s Fit & Proper requirements

Experience / Qualifications


  • 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.


  • Experience of working with small business clients.
  • Experience advising on retirement options.
  • 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