Employee Engagement Adviser

Employee Engagement Advisor

• Location: Bristol/Birmingham
• Job Type: Hybrid
• Salary: Competitive

Join a dynamic team in the financial planning sector that is rapidly expanding through strategic acquisitions and offers a unique blend of start-up energy with the security of private equity backing. This is an inspiring opportunity to contribute to a company that provides comprehensive wealth management, employee benefits, and retirement planning services.

• Provide regulated bespoke pension advice to both new and existing group pension members.
• Offer group pension transfer advice as required.
• Deliver specialist advice and recommendations to support informed decision-making for members.
• Undertake site visits and follow up on potential leads from corporate consultants.
• Create and present effective presentations to group pension members, either onsite or remotely.
• Maintain up-to-date CPD, IO, and Compliance records.
• Develop and maintain proactive working relationships with both internal and external stakeholders.
• Represent the company professionally at events and support business projects to meet client needs and business objectives.
• Manage personal time effectively to achieve objectives and key milestones, including personal development activities.

• Excellent knowledge of all types of pension arrangements.
• Diploma in Financial Planning (or equivalent) is required.
• Strong written and oral communication and interpersonal skills.
• Ability to work under pressure and manage own workload effectively.
• Problem-solving skills with the ability to implement workable solutions.
• Good technical knowledge and experience using Microsoft Word, Excel, and databases.

• Private Medical Insurance post-probation.
• Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee contribution).
• 25 days Annual Leave with the option to buy and sell up to 5 days.
• Office Christmas closure (3-days).
• Life Assurance and Health Cash Plan.
• Hybrid working model.
• Discretionary performance-related bonus.
• Employee Assistance Programme.
• Lunch and snacks provided in the Bristol office.
• A range of flexible benefits to choose from.

To apply for the Employee Engagement Advisor position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.