Regional Retirement Specialist - Hybrid - South Wales | Cardiff, UK

HSBC; Cardiff; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

Join HSBC as a Regional Retirement Specialist, where you will lead and support Wealth Managers in delivering specialist retirement advice. Utilize your financial planning qualifications in a hybrid role based in South Wales, contributing to a diverse and inclusive workplace while providing essential training and technical support.

Benefits

Private healthcare for UK employees

Enhanced maternity and adoption pay

Contributory pension scheme with employer contributions

Qualifications

• Essential: Relevant qualifications in financial planning.
• Experience in FCA regulated environments.
• Excellent written and spoken communication skills.

Responsibilities

• Train Wealth Managers on best practices for presenting retirement advice.
• Present advice through written reports, ensuring compliance with FCA principles.
• Assess WM's abilities in retirement fact-finding and advice presentation.

Skills

Communication

Networking

Technical Support

Education

QCF Level 4 Regulated Diploma in Financial Planning

AF7 or equivalent qualification

Job description

Regional Retirement Specialist - Hybrid - South Wales

Regional Retirement Specialist - Hybrid - South Wales

Regional Retirement Specialist - Hybrid - South Wales

Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

The Regional Retirement Specialist role is based within The Retirement Advice Centre of Excellence (RACoE). The highly technical nature of pension advice has led HSBC to form a specialist team of regulated pension advisers, who are responsible for the provision of written advice in complex pension situations. The role of the Regional Retirement Specialist is to enable Wealth Managers (WMs) to become fully franchised in Specialist Retirement Advice, by first leading client meetings, illustrating best practice and subsequently observing WM's presentations to clients and provide technical support.

As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Help to train and up skill Wealth Managers and Area Wealth Analysts in best practice for data gathering / fact-finding clients and the presentation of complex retirement advice.
• Present advice through written reports, and explaining technical information in an accurate, compliant, and customer-focused manner in line with Financial Conduct Authority (FCA) principles.
• Observe and assess WM's in their ability to complete thorough retirement fact finding and to present complex and simple retirement advice.
• Continually consider the FCA's principle of 'Treating Customers Fairly' (TCF). Embed and maintain a TCF culture within the Centre & Team.
• Provide technical assistance and training to other departments and individuals within Retail Banking and Wealth Management, as required.

To be successful in this role you should meet the following requirements:

• Essential: Role relevant qualifications, i.e. Qualifications and Credit Framework (QCF) Level 4 Regulated Diploma in Financial Planning or Diploma in Financial Planning. Applicants must also be able to secure the specialist Industry qualification AF7 (or equivalent - AF3 or G60 plus CF9) within 18 months of starting in role if not already held.
• Relevant product knowledge including knowledge of Strong and in-depth level of experience covering the full range of financial planning solutions, including investments, retirement planning, protection, and inheritance tax planning.
• Experience working in relevant environment/s, i.e. Sound knowledge of the FCA rules and regulated environments.
• A full, valid driver's license with availability to undertake the travel i.e. if role was 'Southwest' would be able to travel throughout the Southwest region.
• Excellent written and spoken communication skills; an ability to communicate with impact, ensuring complex information is articulated in a meaningful way to wide and varied audiences.
• Ability to build effective networks across business areas, developing relationships based on mutual trust and encouraging others to do the same.

This is a hybrid working role that can be based anywhere in the South Wales area.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we're dedicated to creating diverse and inclusive workplaces - no matter their gender, ethnicity, disability, religion, sexual orientation, or age. We are committed to removing barriers and ensuring careers at HSBC are inclusive and accessible for everyone to be at their best. We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you have a need that requires accommodations or changes during the recruitment process, please get in touch with our Recruitment Helpdesk:

Email: [e-mail]

Telephone: [phone]

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