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 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 

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