UK Pensions & Retirement Planning Advisor

Willis Towers Watson; Greater London; Hybrid; GBP 50,000 - 70,000; Full time

Job summary

A global financial consulting firm is seeking a Financial Advisor to provide expert guidance on retirement planning, including pension options and investment advice. The ideal candidate possesses Level 4 qualifications and has extensive knowledge of the UK pensions landscape. Responsibilities include advising clients, delivering educational projects, and building relationships. This role offers a hybrid work environment and a comprehensive benefits package, including private healthcare and a defined contribution pension scheme.

Benefits

25 days of annual leave

Private healthcare

Life insurance

Defined contribution pension scheme

Electric vehicle car scheme

Cycle-to-work programme

Dental and optical cover

Critical illness protection

Fully paid volunteer day

Qualifications

• Able to provide retail investment advice and knowledge of the UK pensions market.
• Experience with financial planning tools is advantageous.
• Strong ability to organize workload and learn quickly.

Responsibilities

• Provide guidance and advice on retirement planning.
• Prepare retirement income strategies and advise on various pension plans.
• Deliver face-to-face financial education projects.
• Monitor client satisfaction and manage expectations.

Skills

Knowledge of UK pensions

Excellent written communication

Verbal communication skills

Analytical problem-solving

Mentoring junior associates

Education

Level 4 professional qualifications

Tools

Morningstar Adviser Workstation

FE Analytics

Intelliflo

Voyant

Excel

Word

PowerPoint

Job description

A global financial consulting firm is seeking a Financial Advisor to provide expert guidance on retirement planning, including pension options and investment advice. The ideal candidate possesses Level 4 qualifications and has extensive knowledge of the UK pensions landscape. Responsibilities include advising clients, delivering educational projects, and building relationships. This role offers a hybrid work environment and a comprehensive benefits package, including private healthcare and a defined contribution pension scheme.