Senior Pension & Retirement Planning Specialist

WTW group; Greater London; Hybrid; GBP 50,000 - GBP 70,000; Full time

Job summary

A leading financial advisory firm in the UK seeks a Senior Financial Advisor to provide expert guidance in retirement planning and investment strategies. The successful candidate will possess Level 4 qualifications and a deep understanding of the UK pensions landscape. This role involves working with clients directly and collaborating with a financial planning team committed to ethical practices. The company offers a hybrid working environment, competitive salary, and a comprehensive benefits package including health insurance and a pension scheme.

Benefits

25 days annual leave plus additional days

Comprehensive healthcare including private insurance

Defined contribution pension scheme with matched contributions

Electric vehicle car scheme

Cycle-to-work programme

Critical illness protection

Qualifications

• Ability to provide regulated investment advice.
• Understanding of pensions tax regime and retirement income options.
• Experience advising on workplace pension plans.

Responsibilities

• Provide financial guidance to clients regarding retirement and investment.
• Maintain client satisfaction and manage expectations.
• Collaborate with colleagues to expand financial guidance services.

Skills

Knowledge of the UK pensions market

Written and oral communication skills

Time management

Mentoring and development skills

Education

Level 4 professional qualifications

Tools

Excel

Word

PowerPoint

Morningstar Adviser Workstation

FE Analytics

Intelliflo

Voyant

Job description

A leading financial advisory firm in the UK seeks a Senior Financial Advisor to provide expert guidance in retirement planning and investment strategies. The successful candidate will possess Level 4 qualifications and a deep understanding of the UK pensions landscape. This role involves working with clients directly and collaborating with a financial planning team committed to ethical practices. The company offers a hybrid working environment, competitive salary, and a comprehensive benefits package including health insurance and a pension scheme.