Retirement Planning Professional

2 days ago


Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

We are seeking a skilled and experienced Financial Advisor to lead our team in providing expert pension guidance to clients. The ideal candidate will have a strong focus on retirement planning and a deep understanding of UK pension products and tax considerations.

Key Responsibilities:

  • Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension arrangements, savings, and investments.
  • Retirement Planning: Develop customized retirement strategies that account for clients' desired lifestyle, income needs, and retirement age.
  • Pension Advisory: Advise clients on different pension products, including workplace pensions, private pensions and pension consolidation options.
  • Product Recommendations: Suggest appropriate financial products that align with clients' retirement objectives, such as annuities, drawdown plans, and tax-efficient savings solutions.
  • Compliance and Regulatory Guidance: Ensure all advice and actions comply with UK pension regulations and guidelines (FCA), including any relevant updates to pension legislation.
  • Portfolio Management: Regularly review and adjust client portfolios, focusing on asset allocation and risk management to help achieve long-term retirement goals.
  • Client Relationship Management: Build and maintain long-term relationships with clients, offering ongoing support and conducting periodic reviews to adapt retirement plans as personal or market circumstances change.
  • Market Research: Stay informed on current pension legislation, tax rules, and market trends to provide clients with accurate and up-to-date advice.

Requirements:

  • Diploma in Regulated Financial Planning (DipPFS) or equivalent, with FCA accreditation.
  • Chartered Financial Planner status is advantageous.
  • A strong focus on retirement planning and pensions.
  • Demonstrable track record of advising clients on pension products and achieving financial goals.

Why NFP:

NFP, an Aon company (Europe), is a leading provider of pension and financial planning services. As a member of our team, you will have the opportunity to work with a diverse range of clients and develop your skills and expertise in a dynamic and supportive environment.



  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking a highly skilled Financial Advisor to join our team at NFP, an Aon company (Europe). The ideal candidate will possess a strong focus on retirement planning and pensions.Job Summary:This role involves advising clients on complex pension options, assessing their retirement needs, and creating tailored financial strategies to ensure a secure and...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    We are seeking a highly skilled Financial Planning Specialist to help our clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Financial Planning ExpertWe are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement.Key...


  • Bromsgrove, Worcestershire, United Kingdom NFP, an Aon company (Europe) Full time

    Job DescriptionWe are seeking a highly skilled Financial Planning Specialist to help clients navigate complex pension options and create tailored financial strategies for a secure and comfortable retirement.Key Responsibilities:Client Consultation: Meet with clients to understand their retirement goals and current financial status, including existing pension...


  • Bromsgrove, Worcestershire, United Kingdom McCarthy Stone Full time

    About Us:McCarthy Stone is the UK's leading developer and manager of retirement communities, providing high-quality homes to exacting specifications. With over 538 developments across the UK, we cater to the needs of over 24,200 people. Our mission is to champion the role, wellbeing, and happiness of older people in society, helping them have a better later...


  • Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    Marketing Executive**Job Summary**We are seeking a talented Marketing Executive to join our award-winning Midlands region. This exciting and varied role will see you working closely with our Regional Marketing Manager on a wide range of activities and campaigns.**Key Responsibilities*** Coordinating online and offline marketing activities* Preparing and...


  • Bromsgrove, Worcestershire, United Kingdom Premier Jobs UK Full time

    Job Title: Financial Planning ProfessionalThis employed Financial Adviser role in Premier Jobs UK is ideal for a Diploma qualified individual keen to develop as a Financial Adviser.You will be providing ongoing annual servicing to their existing clients for their financial planning needs. This enables you to maintain and build client relationships, whilst...


  • Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    About the RoleChurchill Living Ltd is seeking a skilled Digital Engineering Technician to join our team in Bromsgrove, Worcestershire. As part of our team, you'll have the opportunity to help us deliver retirement living schemes using digital engineering tools and techniques.Key Responsibilities:Production of architectural and engineering drawings using...


  • Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    Apprentice Digital Engineer Role at Churchill Retirement LivingAbout the JobChurchill Retirement Living is a leading provider of retirement living solutions, and we are seeking a highly motivated and skilled Digital Engineer Apprentice to join our team in Bromsgrove, Worcestershire.Key ResponsibilitiesAssist in the production of architectural and engineering...


  • Bromsgrove, Worcestershire, United Kingdom McCarthy Stone Full time

    About the Role:We are seeking a highly motivated and compassionate Care and Support Assistant to join our team at McCarthy Stone. As a Care Assistant, you will provide exceptional care and support to our residents, enabling them to live their later life to the fullest.Key Responsibilities:Deliver high-quality individual care to residents, promoting their...

  • Commercial Apprentice

    4 weeks ago


    Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    About the RoleThis is an exciting opportunity to join the Commercial team at Churchill Retirement Living as a Commercial Apprentice. As a key member of the team, you will support the Buying, Estimating, and Quantity Surveying departments with various tasks, gaining hands-on experience and developing your skills.Key ResponsibilitiesAssist in the costing of...


  • Bromsgrove, Worcestershire, United Kingdom McCarthy Stone Full time

    About the Role:We are seeking a skilled and compassionate Relief Care and Support Assistant to join our team at McCarthy Stone. In this role, you will provide exceptional care and support to our residents, enabling them to live their lives to the fullest.Key Responsibilities:Deliver high-quality individual care to residents, promoting their independence and...


  • Bromsgrove, Worcestershire, United Kingdom McCarthy Stone Full time

    About the Role:We are seeking a highly motivated and compassionate Care and Support Assistant to join our team at McCarthy Stone. As a Care and Support Assistant, you will play a vital role in providing exceptional care and support to our residents, enabling them to live their lives to the fullest.Key Responsibilities:Deliver high-quality care and support to...


  • Bromsgrove, Worcestershire, United Kingdom McCarthy Stone Full time

    About the RoleWe are seeking a highly motivated and compassionate Care and Support Assistant to join our team at McCarthy Stone in Bromsgrove. As a Relief Care Assistant, you will provide exceptional care and support to our residents, enabling them to live their later life to the fullest.Key Responsibilities:Deliver high-quality individual care to residents,...

  • Financial Advisor

    4 weeks ago


    Bromsgrove, UK, Worcestershire, United Kingdom NFP, an Aon company Full time

    We are seeking an experienced and driven Financial Advisor with a strong focus on retirement planning and pensions to join our team. The ideal candidate will help clients navigate complex pension options, assess their retirement needs, and create tailored financial strategies to ensure a secure and comfortable retirement. Essential Duties and...


  • Bromsgrove, Worcestershire, United Kingdom Addington Ball Recruitment Ltd Full time

    Are you passionate about financial planning in the entertainment industry?Addington Ball Recruitment Ltd is seeking a Senior Accountant to join their team. This role will involve supporting a niche portfolio of clients across the film and sport industries.This is a fantastic opportunity for someone with experience in taxation and compliance. You will be...


  • Bromsgrove, Worcestershire, United Kingdom AFH Wealth Management Full time

    About the Role:We are seeking a highly skilled and motivated Financial Planning Researcher to join our team at AFH Wealth Management.As a key member of our team, you will be responsible for delivering comprehensive financial research, preparing and delivering bespoke investment reports, and participating in firm research projects.Key Responsibilities:Conduct...


  • Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    About the RoleWe are currently seeking a highly motivated and detail-oriented Commercial Apprentice Liaison to join our team at Churchill Retirement Living Ltd.This is an exciting opportunity to gain hands-on experience in the commercial department, supporting the Buying, Estimating, and Quantity Surveying teams with various tasks. You will learn to assist...


  • Bromsgrove, Worcestershire, United Kingdom Sandvik Full time

    Job OverviewSandvik, a global high-tech engineering group, seeks an experienced Financial Planning Manager to join their team in Bromsgrove.About the RoleThe ideal candidate will possess a strong accounting background and excellent analytical skills. As a Business Controller, you will be responsible for producing period-end reports and analysis, providing...


  • Bromsgrove, Worcestershire, United Kingdom Churchill Living Ltd Full time

    About the RoleWe are seeking a talented Marketing Executive to join our award-winning Midlands region at Churchill Retirement Living Ltd.This exciting and varied role will see you working closely with our Regional Marketing Manager on a wide range of activities and campaigns.You will be based at our Regional Head Office in Bromsgrove and travel to...