Retirement Solutions (pensions) Planner (Financial Services), North Yorkshire

Resource Matters
14 Apr 2018
11 Jul 2018
Contract Type
Full Time

The Retirement Solutions Role is a brand new role with a focus on the companies pension/decumulation proposition.

This is a vital resource to enable our financial advisers to formulate suitable, complex and individual recommendations for our customers to achieve their retirement goals and their long term financial security.

Whether you goal is to establish yourself within the team or gather the skills to become a Financial Adviser, Technical Services can provide an excellent grounding from which to build your career.

Main Responsibilities

This is a great opportunity for someone who wants to build their knowledge base in Financial Advice. The Retirement Solutions Consultants deal with our decumulation recommendations with a view to assisting the adviser’s right through to a final solution for our customer.

The goal is to work closely with the adviser to create a recommendation to be presented to our customers which meets their financial planning needs. The skills that will be acquired involve being able to analyse and interpret the Pensions analysis reports and cash flow modellers, interpret tax calculations and ultimately assisting our customers in achieving their financial goals.

At any one time you’ll be coordinating multiple cases for advisers which will involve areas of complexity and nuances which require quick prioritisation excellent analytical skills.

The Ideal Candidate

It goes without saying you’ll need to be highly organised and flexible, with the ability to find an alternative when something doesn’t work. You’ll be an excellent communicator with a strong desire to build your knowledge in Financial Advice and work towards a professional qualification.

An eye for details and quality is essential with an ability to maintain high standards even when working to tight deadlines. The ideal candidate will either have obtained or be working towards their Diploma in Financial Planning.

This company holds strong business values and are very supportive of their clients and employees.

They’re committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues’ unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know.

Package Description

In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for a wide range of company benefits, including:

  • Pension
  • Life Cover
  • 25 days’ holiday, plus one day for each year to a maximum of 30 days (pro rata when working on a reduced hours basis)
  • Paid course fees to study for a professional qualification (where relevant to the role)
  • Childcare vouchers
  • Discretionary annual bonus scheme, plus many more
  • A minimum of the CII Regulated Diploma in Financial Planning (or equivalent) - will consider candidates close to completing the qualification.

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