Specialist in Retirement Planning

2 weeks ago


Swindon, Swindon, United Kingdom Premier Jobs UK Limited Full time

As a Retirement Planning Specialist at Premier Jobs UK Limited, you will have the opportunity to work with a regional financial planning firm and focus on providing expert advice to existing clients entering decumulation.

Majority of the cases will be with existing clients or enquiries specifically for this area of advice. You should also aim to help grow the client base through networking, referrals or converting company leads.

Key Responsibilities:

  • Act as the subject matter expert for retirement planning for the business and have a detailed knowledge of this area of advice and the regulator guidelines.
  • Support other Financial Advisors with analysing the client's overall financial picture, assessing their needs and developing bespoke plans.
  • Work closely with the back-office team to receive full paraplanning and administration support.

Requirements:

  • 3+ years' experience as a Financial Advisor, preferably dealing with clients near, entering or in-retirement.
  • Specialist knowledge of the retirement planning market.
  • Full Level 4 Diploma in Financial...


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