Financial Adviser, Faversham

Financial Adviser

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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. xehkeey 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.

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Location:: Faversham
Job Type:: FullTime
Category:: Banking And Financial Services

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