Senior Pension & Retirement Planner

WTW; Manchester; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A financial services firm is seeking a Senior Financial Advisor to deliver guidance on retirement planning, serving direct clients and pension scheme members. The ideal candidate will possess a Level 4 professional qualification and in-depth knowledge of the UK pensions market. Strong communication skills and the ability to mentor junior staff are essential. Enjoy hybrid working options and a robust benefits package including healthcare and pension contributions.

Benefits

25 days annual leave

Private healthcare

Defined contribution pension scheme

Electric vehicle car scheme

Employee assistance programme

Qualifications

• Suitable professional qualifications to Level 4 with the ability to provide retail investment advice.
• Excellent knowledge of the UK pensions market is essential.
• Good knowledge of financial planning tools such as Excel and Morningstar Adviser Workstation.

Responsibilities

• Provide regulated advice to clients focusing on retirement planning.
• Prepare retirement income strategies and maintain client relationships.
• Mentor and develop junior associates within the team.

Skills

UK pensions knowledge

Communication skills

Client management

Education

Level 4 professional qualifications

Tools

Excel

Morningstar Adviser Workstation

Intelliflo

Job description

A financial services firm is seeking a Senior Financial Advisor to deliver guidance on retirement planning, serving direct clients and pension scheme members. The ideal candidate will possess a Level 4 professional qualification and in-depth knowledge of the UK pensions market. Strong communication skills and the ability to mentor junior staff are essential. Enjoy hybrid working options and a robust benefits package including healthcare and pension contributions.