Job Description
Employee Engagement Advisor
Salary circa £55k plus benefits
Location: Bristol
Hybrid working 3 days office 2 days WFH, 35 hour working week.
Are you passionate about helping businesses and their employees achieve their financial goals? Our client is seeking an experienced Employee Engagement Advisor to join their dynamic team. This is an exciting opportunity to be part of a rapidly expanding financial planning firm that offers a unique combination of start-up energy and the security of private equity backing.
If you are a financial adviser looking to make a move into helping employees, get the best out of their pensions or a paraplanner that’s looking to take a step into the financial advisory space working with employees and their pensions, then this is the ideal role for you.
Responsibilities for the Employee Engagement Advisor:
1. Provide regulated bespoke pension advice to group pension members, both new and existing.
2. Offer group pension transfer advice when needed.
3. Deliver specialist/professional advice and recommendations to support informed decision-making.
4. Undertake site visits as required.
5. Follow up on potential leads for member advice from corporate consultants.
6. Create and deli...