Job Title

Job Description Financial Adviser / IFA Employee Benefits (Employed)Location: Faversham, Kent | Hybrid Working AvailableSalary: 45,000 62,000 + Discretionary BonusPermanent | Full-Time | Employed RoleRecruitment NoticeWe 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 / IFAYou 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 AdviserConduct one-to-one meetings covering:Workplace pensions and retirement planningPension consolidation and transfer considerationsOverall pension and investment planningEfficient use of mortgagesUse of financial products such as ISAs, protection policies, cash accounts, NS&IWhen Buy-to-Let or alternative investments might fit into a financial planGuidance for employees affected by Annual Allowance taperingDeliver employee-facing presentations on:General financial planning guidanceWorkplace benefit changes (e.g., pension scheme updates or Salary Sacrifice)Produce clear, accessible documents explaining financial products and concepts for employeesMaintain thorough and compliant records of all client conversationsContribute to an online Literature Library covering common personal finance and benefits topicsFocus: delivering quality guidance, clear advice, and excellent client experience not sales.About YouLevel 4 Diploma in Regulated Financial Planning (CII or equivalent)Experience as a Financial Adviser / IFA providing client-focused guidanceStrong knowledge of workplace pensions, retirement planning, and employee benefitsConfident presenting to groups and explaining financial concepts in accessible languageLooking for a salaried, employed role without sales targetsNot suitable for: Finance Managers, Management Accountants, Tax Specialists, Insurance Account Managers, or roles without regulated advisory experience.Package & Benefits45,000 62,000 basic salary (DOE)Discretionary bonus (paid twice yearly)25 days holiday (increasing with service)Company pensionLife assurancePrivate medical insuranceIncome protectionStudy supportHybrid working after probationMondayFriday, 9:0017:00This 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.JBRP1_UKTJ