Type of Position: Employee Benefits Adviser - Edinburgh
Pay: £50,000 - £55,000
Reference: #3296093

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 retirement 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.
• A resilient but friendly service-orientated person with a “can do” attitude.
• Comfortable with having challenging conversations
• 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

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