Retirement Advice Consultant

2 weeks ago


Fareham, United Kingdom HSBC Full time

The role of the Retirement Advice Consultant is to provide specialist financial advice with personal recommendations to HSBC customers requiring retirement advice and guidance.

This role is pivotal to the HSBC Specialist Retirement Advice proposition in providing analyses and technical advice in-line with the required Company and regulatory standards for pension switching and ‘At’ retirement advice.

You will analyse and write financial planning reports in relation to pension switching and retirement options, ensuring that the required customer outcomes are delivered. These reports will then be presented by the Bank’s customer facing Wealth Managers (WMs).

Your responsibilities will include:

- Undertaking appropriate analysis of customers’ existing pensions, providing regulated financial advice on pension switching and retirement options.
- Communicating advice through the preparation of technically accurate, compliant, customer focused written reports.
- Sharing best practice and providing guidance to colleagues both within the Centre and other relevant departments, to aid their development and competency.
- Providing technical support and sign off to the Bank’s Area Wealth Managers (AWMs) and Wealth Managers (WMs)
- Providing technical assistance to other departments and individuals within Retail Banking and Wealth Management.

Requirements
- Experience of pension switching and providing retirement advice.
- Excellent knowledge of customer’s needs, the sales process, advice suitability and the regulatory environment alongside experience of providing advice or para-planning involving writing customer facing reports.
- Flexible & pragmatic with a keen eye for detail with a desire to find ways to continually improve the service delivered HSBC customers.
- Excellent written and spoken communication skills; an ability to communicate with impact, ensuring complex information is articulated in a meaningful way to wide and varied audiences

Hybrid Role - 4 times per year into the office
Location - flexible

Recruitment Helpdesk:
Telephone:
+44 2078328500



  • Fareham, United Kingdom HSBC Full time

    OverviewJoin to apply for the Retirement Advice Consultant role at HSBC.If you’re looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.The...


  • Fareham, United Kingdom HSBC Full time

    Senior (SIPP)Pension Administrator, Retirement Services HOST, Global Operations Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new...

  • B2B Fire

    5 days ago


    Fareham, United Kingdom Chubb Fire & Security Full time

    A leading security solutions provider is seeking a Commercial Sales Consultant for the Hampshire region. The successful candidate will drive sales for their fire detection and security systems, manage accounts, and offer expert advice to clients. Candidates should possess technical knowledge in fire safety or security systems, strong sales experience, and a...


  • Fareham, United Kingdom Boots Opticians Full time

    A leading optical retailer in Fareham is looking for a qualified Dispensing Optician to provide high levels of customer care and expert advice. You will assist in choosing eyewear and provide clinical support while fostering team efficiency. Candidates must be registered with the General Optical Council and passionate about continuous learning. The company...


  • Fareham, United Kingdom RIG Locums Ltd Full time

    Cpl UK Healthcare (formally RIG Locums) are currently looking for a Forensic Consultant, NHS based in Fareham, Hampshire. The role offers highly negotiable rates for a dedicated psychiatrist. The trust seeks an enthusiastic Consultant in Forensic Psychiatry to work full-time hours per week. Your core responsibilities would be to help assess, diagnose, and...


  • Fareham, United Kingdom Chubb Fire & Security Full time

    Commercial Sales Consultant – Chubb Fire & Security We are looking for a Commercial Sales Consultant with experience in Fire or Security systems to join our growing team. You will be the face of Chubb for new and existing B2B clients across the Dorset region, offering tailored fire detection, prevention, and electronic security solutions – including...


  • Fareham, United Kingdom Chubb Fire & Security Ltd. Full time

    # At Chubb we are driven by a powerful purpose - to protect your worldCommercial Sales Consultant page is loaded## Commercial Sales Consultantlocations: Chubb South Coast, Unit 3, Fulcrum 4, Solent Way, Whiteley, Fareham, Hampshire, PO15 7FT, UK.time type: Full timeposted on: Posted Todayjob requisition id: JR40003024At Chubb Fire & Security, we...


  • Fareham, United Kingdom Artisan Environmental Ltd Full time

    Are you ready to **take the lead**and make a **real impac**t in Fire and Health and Safety? Is a role where you’re **trusted** to get the job **done your way**, without someone constantly looking over your shoulder, what you are looking for? Do you pride yourself on your attention to detail, customer interactions and commercial mindset? **At Artisan...


  • Fareham, Hampshire, United Kingdom Gattaca Full time £33,000 - £39,500 per year

    Your Next Mission; Driving success in the thriving Defence & Security Tech sectorAs a Lead Consultant in our Defence and Security team, you will be a role-model; displaying exceptional quality within everything you do and consistently championing best practice. You will have already proven your ability to expand and develop client relationships, with a focus...

  • Customer Consultant

    4 days ago


    Fareham, United Kingdom The Body Shop International Limited Full time

    **The Body Shop**: When Anita Roddick founded The Body Shop in 1976, she had a vision. Business as a force for good - that’s us. Over 40 years later, we’re proud to be pioneering cruelty-free beauty every step of the way. We’re the original ethical beauty brand. We’ve got a thing for empowering people and enriching our planet. We’re all about...