Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you
HR
Edinburgh
18/06/2025
Type of Position: Employee Benefits Adviser - Edinburgh
Pay: £50k - £55k
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 returement 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.
Key skills:
- A resilient but friendly service-orientated person with a “can do” attitude.
- Comfortable with having challenging conversations
- An articulate communicator
- 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
- Highly organised
If you are interested in this position then please forward your CV to sam@artemisrecruitment.co.uk