Senior Retirement Planning Specialist

2 weeks ago


Bromsgrove, United Kingdom NFP, an Aon company Full time
Senior Retirement Planning Specialist

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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