Retirement Advice Specialist: Pension Planning & Reports

HSBC; Fareham; Hybride; GBP 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Private healthcare

Enhanced maternity and adoption pay

Contributory pension scheme

Résumé du poste

A leading global bank in the UK is seeking a Retirement Advice Consultant to provide specialist financial advice on retirement options. You'll analyze customer pensions, prepare compliant reports, and support Wealth Managers. Candidates should have QCF Level 4 qualifications; experience in pension advice is preferred. This role offers opportunities for professional development in a hybrid working environment.

Qualifications

• Experience in pension switching and providing retirement advice is highly desirable.
• Current Statement of Professional Standing (SPS) required or commitment to obtain it.
• Relevant pension transfer specialist qualification preferred, full training provided.

Responsabilités

• Analyze customers' existing pensions and provide advice on pension switching.
• Prepare compliant, customer-focused written reports.
• Provide guidance to colleagues and technical support to Wealth Managers.

Connaissances

Pension switching expertise

Excellent communication skills

Detail-oriented

Regulatory knowledge

Formation

QCF Level 4 with relevant pension modules

Description du poste

A leading global bank in the UK is seeking a Retirement Advice Consultant to provide specialist financial advice on retirement options. You'll analyze customer pensions, prepare compliant reports, and support Wealth Managers. Candidates should have QCF Level 4 qualifications; experience in pension advice is preferred. This role offers opportunities for professional development in a hybrid working environment.