Employee Benefits Adviser - Edinburgh

Artemis Recruitment Consultants Ltd; City of Edinburgh; Hybrid; GBP 50,000 - 55,000; Full time

Job summary

A financial advisory firm in Edinburgh is seeking an Employee Benefits Adviser to provide first-class service to clients regarding retirement planning and financial guidance. This hybrid role requires proficiency in cashflow modelling software and strong communication skills. The ideal candidate will enjoy helping clients understand complex financial topics and deliver engaging presentations. The position offers a competitive salary and a strong benefits package.

Qualifications

• Proficient in cashflow modelling software.
• Able to explain complex financial jargon in plain English.
• Strong service orientation and communication skills.

Responsibilities

• Provide friendly service to clients and employees.
• Conduct one-to-one advice meetings about workplace pension scheme.
• Host financial wellbeing presentations on planning topics.

Job description

Type of Position: Employee Benefits Adviser - Edinburgh
Pay: £50,000 - £55,000
Reference: #3296093

Employee Benefits Adviser - Edinburgh

We have a vacancy for an Employee Benefits Adviser to join a well established team based in Edinburgh, Scotland. You will help to deliver the Secondsight employee focused advised and non-advised retirement planning, financial guidance and education propositions.

This will be a hybrid working role with a competitive benefits package on offer.

Responsibilities will include:

• To provide friendly and engaging first class service to clients and their employees, following the company ethos of putting clients at the heart of service.
• Conduct one–to-one advice meetings with employees regarding their workplace pension scheme using cashflow modelling software.
• To be able to explain complex financial jargon in plain English.
• Conduct and follow the Secondsight Retirement Planning, Retirement Snapshot and Financial Guidance Meeting processes.
• 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.
• Be proficient at using cashflow modelling software.
• Build strong internal and external relationships.
• Make sure all client files are maintained in conjunction with company compliance standards.
• To participate in appropriate company and departmental training, competence and development initiatives.
• A resilient but friendly service-orientated person with a “can do” attitude.
• Comfortable with having challenging conversations
• Honesty, integrity and ability to maintain confidentiality
• Hardworking, able to work under pressure and be responsive to the need to deliver a high quality support service
• Attention to detail and high standards of work

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