Senior Retirement & Pension Planning Advisor (Hybrid)

WTW; Reigate; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in the UK is seeking a Senior Financial Advisor to provide regulated advice to clients. The role involves delivering guidance on retirement planning and financial education, emphasizing a strong commitment to client satisfaction. Ideal candidates will have extensive knowledge of the UK pensions market and relevant financial qualifications. The firm supports hybrid working and offers a comprehensive benefits package, fostering an inclusive work environment.

Benefits

25 days of annual leave

Private healthcare

Life insurance

Income protection

Pension scheme with matched contributions

Qualifications

• Strong knowledge of the UK pensions market, including DB, DC, and Cash Balance.
• Understanding of the UK pensions tax regime including Annual Allowance.
• Excellent written and verbal communication skills.

Responsibilities

• Provide guidance and regulated advice on retirement planning.
• Deliver face-to-face workplace financial education.
• Build relationships with clients and manage their expectations.

Skills

Business Development

Estate Law

Sales Experience

Trusts

Wealth Management

Financial Services

Investment Experience

Military Experience

Securities Law

Customer relationship management

Financial Planning

Wills

Education

Level 4 financial qualifications

Tools

Excel

Word

PowerPoint

Morningstar Adviser Workstation

FE Analytics

Intelliflo

Voyant

Job description

A leading financial services firm in the UK is seeking a Senior Financial Advisor to provide regulated advice to clients. The role involves delivering guidance on retirement planning and financial education, emphasizing a strong commitment to client satisfaction. Ideal candidates will have extensive knowledge of the UK pensions market and relevant financial qualifications. The firm supports hybrid working and offers a comprehensive benefits package, fostering an inclusive work environment.