As a Regional Retirement Specialist, you will help train and upskill wealth managers in best practices for client fact-finding, presenting complex retirement advice, and ensuring compliance with Financial Conduct Authority (FCA) principles. Your primary responsibilities include leading client meetings, demonstrating expert pension advice techniques, and observing wealth managers' presentations to provide technical support and assessment.
The role requires strong qualifications including a Qualifications and Credit Framework (QCF) Level 4 Regulated Diploma in Financial Planning, with the ability to secure specialist industry qualification AF7 within 18 months. Candidates must possess in-depth knowledge of financial planning solutions, including investments, retirement planning, protection, and inheritance tax planning, with a comprehensive understanding of FCA rules and regulated environments.
HSBC offers a competitive compensation package including private healthcare, enhanced maternity and adoption support, a contributory pension scheme with generous employer contributions, and opportunities for professional development. The role provides an excellent platform for experienced financial professionals to grow their career in a global banking environment, with flexibility in work location and the chance to make a significant impact in retirement financial planning.
