Experienced Financial Consultant

1 week ago


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

We are seeking a highly skilled Pension Planning Specialist to join our team at NFP, an Aon company (Europe). As a key member of our financial services team, you will be responsible for providing expert advice to clients on retirement planning and pension options.

Main Responsibilities:
  • Meet with clients to understand their retirement goals and current financial status
  • Develop customized retirement strategies that account for clients' desired lifestyle, income needs, and retirement age
  • Provide guidance on building and optimizing retirement savings through various pension schemes
  • Advise clients on different pension products, including workplace pensions, private pensions, and pension consolidation options
  • Ensure all advice and actions comply with UK pension regulations and guidelines (FCA)

Requirements:

  • In-depth knowledge of UK pension products, tax considerations, and retirement planning strategies
  • Strong communication skills to explain complex pension concepts clearly and concisely
  • Analytical skills to assess pension transfer suitability, investment risks, and long-term financial planning needs
  • Excellent interpersonal and negotiation skills for building client trust and maintaining relationships


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