Financial Adviser / IFA Employee Benefits (Employed)

Location: Faversham, Kent | Hybrid Working Available

Interested in this role You can find all the relevant information in the description below.
Salary: £45,000 £62,000 + Discretionary Bonus
Permanent | Full-Time | Employed Role

Recruitment Notice

We are recruiting on behalf of a leading UK financial advisory practice for an experienced Financial Adviser / IFA to join their Employee Benefits team.

This is a fully employed Financial Adviser, client-focused advisory role there are no sales targets, no business development, and all client appointments are provided. The role is ideal for a customer-focused adviser who enjoys helping people make informed financial decisions.

The Role Financial Adviser / IFA

You will provide one-to-one financial guidance meetings to employees and deliver group presentations to employer clients, both in person and via Teams.

Key Responsibilities of the Financial Adviser

• Conduct one-to-one meetings covering:
  • Workplace pensions and retirement planning
  • Pension consolidation and transfer considerations
  • Overall pension and investment planning
  • Efficient use of mortgages
  • Use of financial products such as ISAs, protection policies, cash accounts, NS&I
  • When Buy-to-Let or alternative investments might fit into a financial plan
  • Guidance for employees affected by Annual Allowance tapering
• Deliver employee-facing presentations on:
  • General financial planning guidance
  • Workplace benefit changes (e.g., pension scheme updates or Salary Sacrifice)
• Produce clear, accessible documents explaining financial products and concepts for employees
• Maintain thorough and compliant records of all client conversations
• Contribute to an online Literature Library covering common personal finance and benefits topics

Focus: delivering quality guidance, clear advice, and excellent client experience not sales.

About You

• Level 4 Diploma in Regulated Financial Planning (CII or equivalent)
• Experience as a Financial Adviser / IFA providing client-focused guidance
• Strong knowledge of workplace pensions, retirement planning, and employee benefits
• Confident presenting to groups and explaining financial concepts in accessible language
• Looking for a salaried, employed role without sales targets

Not suitable for: Finance Managers, Management Accountants, Tax Specialists, Insurance Account Managers, or roles without regulated advisory experience. xbpsjku

Package & Benefits

• £45,000 £62,000 basic salary (DOE)
• Discretionary bonus (paid twice yearly)
• 25 days holiday (increasing with service)
• Company pension
• Life assurance
• Private medical insurance
• Income protection
• Study support
• Hybrid working after probation
• MondayFriday, 9:0017:00

This role is ideal for a customer-focused Financial Adviser / IFA who enjoys client interaction, technical pension work, presenting to groups, and producing clear guidance all without sales targets or business development responsibilities.