Regional Retirement Specialist

West Sussex
13 Jun 2019
11 Jul 2019
Contract Type
Full Time
Regional Retirement Specialist
South West & Sussex Coast

The Job
The Regional Retirement Specialist role is based within The Retirement Advice Centre of Excellence (RACoE). The highly technical nature of pension advice has led the compnay 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 Managers (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.

•Helping to train and up skill PRM's and PCM's 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 PRM's and 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 throughout the South West region
•Relevant product knowledge including knowledge of Self-Invested Personal Pension (SIPPS) 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
•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

At First Recruitment we understand just how important it is to secure the right people. That's why our consultants always take the time to understand requirements in detail and offer sound advice to both clients and candidates.

This is a superb opportunity for anyone looking to work for a reputable organisation

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