Employee Benefits Adviser - Edinburgh

Artemis Recruitment Consultants; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading recruitment firm in Edinburgh seeks an Employee Benefits Adviser to provide top-notch advice and support to clients. This hybrid role involves conducting one-on-one meetings, explaining financial topics clearly, and hosting informative sessions. The ideal candidate should be friendly, articulate, and comfortable with challenging conversations. A competitive benefits package is included.

Benefits

Competitive benefits package

Qualifications

• Experience in providing tailored advice to clients and employees.
• Strong communication skills to explain financial concepts in simple terms.
• Ability to handle challenging conversations effectively.

Responsibilities

• Deliver first-class service to clients and their employees.
• Conduct one-to-one advice meetings on pension schemes.
• Host financial wellbeing sessions for varying group sizes.

Skills

Client service

Financial communication

Cashflow modelling software

Time management

Tools

Cashflow modelling software

Job description

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 deliver employee-focused advice, non-advised retirement planning, financial guidance, and education propositions.

This role offers a hybrid working arrangement with a competitive benefits package.

Responsibilities include:

1. Providing friendly and engaging first-class service to clients and their employees, adhering to the company's ethos of putting clients at the heart of service.
2. Conducting one-to-one advice meetings with employees regarding their workplace pension schemes using cashflow modelling software.
3. Explaining complex financial jargon in plain English.
4. Following the Secondsight Retirement Planning, Retirement Snapshot, and Financial Guidance Meeting processes.
5. Hosting and presenting financial wellbeing sessions on topics like retirement planning to groups of varying sizes.
6. Responding to member queries via email and telephone.
7. Proficiently using cashflow modelling software.
8. Building strong internal and external relationships.
9. Maintaining client files in accordance with compliance standards.
10. Participating in training and development initiatives.

Candidate qualities:

• A resilient, friendly, service-oriented individual with a 'can-do' attitude.
• Comfortable with challenging conversations.
• Articulate communicator.
• Honest, with integrity and confidentiality.
• Hardworking, able to work under pressure, and responsive to high-quality support needs.
• Attention to detail and high work standards.
• Highly organized.