Senior Retirement Planning Specialist
2 weeks ago
We are seeking a highly skilled and experienced Senior Retirement Planning Specialist to join our team at NFP, an Aon company. This role is ideal for a professional with a strong focus on retirement planning and pensions, who is passionate about helping clients achieve their long-term financial goals.
Key Responsibilities:
- Develop and implement comprehensive retirement strategies for clients, taking into account their desired lifestyle, income needs, and retirement age.
- Provide expert guidance on building and optimizing retirement savings through various pension schemes, including workplace pensions and private pensions.
- Stay up-to-date on current pension legislation, tax rules, and market trends to ensure clients receive accurate and informed advice.
- Maintain strong relationships with clients, providing ongoing support and conducting periodic reviews to adapt retirement plans as personal or market circumstances change.
Requirements:
- Diploma in Regulated Financial Planning (DipPFS) or equivalent, with FCA accreditation.
- Chartered Financial Planner status is advantageous.
- Strong knowledge of UK pension products, tax considerations, and retirement planning strategies.
- Excellent communication and analytical skills, with the ability to explain complex pension concepts clearly and concisely.
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