Employee Engagement Advisor
* Location: Bristol/Birmingham
* Job Type: Hybrid
* Salary: Competitive
Join a dynamic team in the financial planning sector that is rapidly expanding through strategic acquisitions and offers a unique blend of start-up energy with the security of private equity backing. This is an inspiring opportunity to contribute to a company that provides comprehensive wealth management, employee benefits, and retirement planning services.
Day-to-day of the role:
* Provide regulated bespoke pension advice to both new and existing group pension members.
* Offer group pension transfer advice as required.
* Deliver specialist advice and recommendations to support informed decision-making for members.
* Undertake site visits and follow up on potential leads from corporate consultants.
* Create and present effective presentations to group pension members, either onsite or remotely.
* Maintain up-to-date CPD, IO, and Compliance records.
* Develop and maintain proactive working relationships with both internal and external stakeholders.
* Represent the company professionally at events and support business projects to meet client needs and business objectives.
* Manage personal time effectively to achieve objectives and key milestones, including personal development activities.
Required Skills & Qualificat...