Experienced Financial Consultant
1 week ago
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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