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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, responsible for providing written advice in complex pension situations. The role of the Regional Retirement Specialist is to enable Wealth Managers (WMs) to become fully franchised in Specialist Retirement Advice by leading client meetings, illustrating best practices, observing WM’s presentations to clients, and providing technical support.
As an HSBC employee in the UK, you will have access to tailored professional development opportunities and a competitive pay and benefits package, including private healthcare, enhanced maternity and adoption pay, support for returning to work, and a contributory pension scheme with a generous employer contribution.
In this role, you will:
1. Help to train and upskill Wealth Managers and Area Wealth Analysts in best practices for data gathering and the presentation of complex retirement advice.
2. Present advice through written reports and explain technical information accurately, compliantly, and with a customer-focused approach in line with FCA principles.
3. Observe and assess WMs’ ability to complete thorough retirement fact-finding and to present both complex and simple retirement advice.
4. Continuously consider the FCA’s principle of ‘Treating Customers Fairly’ (TCF), embedding and maintaining a TCF culture within the Centre & Team.
5. Provide technical assistance and training to other departments and individuals within Retail Banking and Wealth Management as required.
To be successful in this role, you should meet the following requirements:
1. Essential: Role-relevant qualifications, such as QCF Level 4 Regulated Diploma in Financial Planning or Diploma in Financial Planning. Ability to secure the AF7 qualification (or equivalent) within 18 months if not already held.
2. Relevant product knowledge, including experience with a full range of financial planning solutions like investments, retirement planning, protection, and inheritance tax planning.
3. Experience working in regulated environments with a sound knowledge of FCA rules.
4. A full, valid driver's license and availability to travel within the designated region.
5. Excellent written and spoken communication skills, capable of articulating complex information effectively.
6. Ability to build effective networks across business areas, fostering relationships based on mutual trust.
This is a hybrid working role based anywhere in the South Wales area.
HSBC is committed to creating diverse and inclusive workplaces. We are proud to be a Disability Confident Leader and offer accommodations during the recruitment process for candidates with disabilities or neurodivergence.
If you require accommodations or changes during the recruitment process, please contact our Recruitment Helpdesk:
Email: hsbc.recruitment@hsbc.com
Telephone: +44 207 832 8500
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