The Regional Retirement Specialist role is based within The Retirement Advice Centre of Excellence (RACoE). The highly technical nature of pension advice has led HSBC to form a specialist team of regulated pension advisers, who are responsible for the provision of written advice in complex pension situations.
The role of the Regional Retirement Specialist is to enable Premier Relationship Managers (PRMs) and Premier Client Mangers (PCMs) to become fully franchised in Specialist Retirement Advice, by first leading client meetings, illustrating best practice and subsequently observing PRM’s and PCM’s presentations to clients and provide technical support.
Your responsibilities will include :
Helping to train and up skill PCMs in best practice for data gathering / fact-finding clients and the presentation of complex retirement advice.
Presenting advice through written reports, and explaining technical information in an accurate, compliant and customer-
focused manner in line with Financial Conduct Authority (FCA) principles.
Observing and assess PCM’s in their ability to complete thorough retirement fact finding and to present complex retirement advice
Continually consider the FCA’s principle of Treating Customers Fairly’ (TCF). Embed and maintain a TCF culture within the Centre & Team.
Providing technical assistance and training to other departments and individuals within Retail Banking and Wealth Management, as required.
The ideal candidate for this role will have :
Relevant product knowledge including knowledge of Strong and in-depth level of experience covering the full range of financial planning solutions, including investments, retirement planning, protection, and inheritance tax planning.
Experience working in relevant environment / s, i.e. Sound knowledge of the FCA rules and regulated environments
Experience working in relevant market / context, i.e. previous experience working in a regulated role
Role relevant qualifications, i.e. Qualifications and Credit Framework (QCF) Level 4 Regulated Diploma in Financial Planning or Diploma in Financial Planning.
Specialist Industry qualifications AF3 (or equivalent G60 plus CF9)
Past working experience on relevant systems, i.e. MS Office Suite
A full, valid driver's license
Availability to undertake the travel required for this role, i.e. would be to travel through out the South West region
Relevant product knowledge including knowledge of Self-Invested Personal Pension (SIPS) and Retirement Solutions is desirable but not essential
Past working experience in a relevant role, i.e. Past experience of working in the role of Pension Technical Specialist is desirable but not essential
A desire to find ways to continually improve the service delivered to customers
A track record of constantly looking for ways to do things better and an excellent understanding of the mechanism necessary to successfully implement change
A flexible and adaptable management style with experience of developing yourself and others
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
Built effective networks across business areas, developing relationships based on mutual trust and encouraging others to do the same
In addition to the details listed above, the ideal candidate will have strong verbal communication skills with the ability to present complex information effectively.
Have the ability to interpret and apply current legislation and regulatory guidelines to specific customer requirements The base location for this role is Bristol (South West & Sussex Coast) HSBC is committed to building a culture where all employees are valued, respected and opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.
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