Regional Retirement Specialist - Hybrid - South Wales

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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, who are responsible for the provision of 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 first leading client meetings, illustrating best practice and subsequently observing WM’s presentations to clients and provide 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. This includes private healthcare for all UK-based employees, enhanced maternity and adoption pay and support when you return to work, and a contributory pension scheme with a generous employer contribution.

In this role you will:

• Help to train and up skill Wealth Managers and Area Wealth Analysts in best practice for data gathering / fact-finding clients and the presentation of complex retirement advice.
• Present advice through written reports, and explaining technical information in an accurate, compliant, and customer-focused manner in line with Financial Conduct Authority (FCA) principles.
• Observe and assess WM’s in their ability to complete thorough retirement fact finding and to present complex and simple retirement advice.
• Continually consider the FCA’s principle of ‘Treating Customers Fairly’ (TCF). Embed and maintain a TCF culture within the Centre & Team.
• 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:

• Essential: Role relevant qualifications, i.e. Qualifications and Credit Framework (QCF) Level 4 Regulated Diploma in Financial Planning or Diploma in Financial Planning. Applicants must also be able to secure the specialist Industry qualification AF7 (or equivalent – AF3 or G60 plus CF9) within 18 months of starting in role if not already held.
• 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.
• A full, valid driver's license with availability to undertake the travel i.e. if role was ‘Southwest’ would be able to travel throughout the Southwest region.
• 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.
• Ability to build effective networks across business areas, developing relationships based on mutual trust and encouraging others to do the same.

This is a hybrid working role that can be based anywhere in the South Wales area.

Being open to different points of view is important for our business and the communities we serve. At HSBC, we’re dedicated to creating diverse and inclusive workplaces. Our recruitment processes are accessible to everyone - no matter their gender, ethnicity, disability, religion, sexual orientation, or age.

We take pride in being a Disability Confident Leader and will offer an interview to people with disabilities, long term conditions or neurodivergent candidates who meet the minimum criteria for the role.

If you’d like to apply for one of our roles and need adjustments made, please get in touch with our Recruitment Helpdesk:

Email: [email protected]

Telephone: +44 207 832 8500