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- Tasks: Help clients navigate retirement planning and develop personalized strategies.
- Company: Join a regional financial planning firm focused on client success.
- Benefits: Enjoy full support from a dedicated back-office team and opportunities for networking.
- Why this job: Make a real impact in clients' lives while growing your expertise in retirement planning.
- Qualifications: 3+ years as a Financial Advisor with a Level 4 Diploma in Financial Planning required.
- Other info: Work primarily with existing clients and enjoy a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
This employed Retirement Planning Specialist job in Shrivenham provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation. As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy. Majority of the cases will be with existing clients or enquiries specifically for this area of advice. You should also aim to help grow the client base through networking, referrals or converting company leads. You will act as the subject matter expert for retirement planning for the business and should have a detailed knowledge of this area of advice and the regulator guidelines. Plus, you will support other Financial Advisors with analysing the client’s overall financial picture, assessing their needs and developing bespoke plans. You will receive full paraplanning and administration support from their back-office team Retirement Planning Specialist Requirements You should have 3+ years’ experience as a Financial Advisor, preferably dealing with clients near, entering or in-retirement and have a specialist knowledge of the retirement planning market You should hold full Level 4 Diploma in Financial…
Retirement Planning Specialist employer: Premier Jobs UK Limited
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Retirement Planning Specialist
✨Tip Number 1
Make sure to network with other financial professionals in your area. Attend local finance seminars or workshops where you can meet potential clients and other advisors who might refer clients to you.
✨Tip Number 2
Stay updated on the latest regulations and trends in retirement planning. This will not only enhance your knowledge but also demonstrate your expertise to potential clients and colleagues.
✨Tip Number 3
Consider joining professional organizations related to financial advising and retirement planning. These groups often provide valuable resources, networking opportunities, and can help you establish credibility in the field.
✨Tip Number 4
Leverage social media platforms to share insights and tips about retirement planning. This can help you build a personal brand and attract clients who are looking for expert advice in this area.
We think you need these skills to ace Retirement Planning Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Financial Advisor, especially focusing on your work with clients in the decumulation stage. Emphasize any relevant qualifications, such as your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter: In your cover letter, express your passion for retirement planning and how your expertise aligns with the firm's goals. Mention specific experiences where you successfully assisted clients with their retirement strategies.
Showcase Your Networking Skills: Demonstrate your ability to grow a client base through networking and referrals. Include examples of how you've successfully built relationships in the past and how you plan to do so in this role.
Highlight Regulatory Knowledge: Since the role requires a detailed knowledge of regulatory guidelines, make sure to mention your understanding of these regulations in your application. This will show that you are well-prepared for the responsibilities of the position.
How to prepare for a job interview at Premier Jobs UK Limited
✨Show Your Expertise
Make sure to demonstrate your in-depth knowledge of retirement planning during the interview. Be prepared to discuss specific strategies and regulatory guidelines that are relevant to clients entering decumulation.
✨Highlight Client Relationships
Since this role involves working with existing clients, share examples of how you've successfully built and maintained client relationships in your previous roles. Discuss any networking or referral strategies you've used to grow your client base.
✨Prepare for Scenario Questions
Expect scenario-based questions where you may need to analyze a client's financial situation and propose a retirement plan. Practice articulating your thought process clearly and logically.
✨Emphasize Team Collaboration
This position requires supporting other Financial Advisors, so be ready to talk about your experience working in a team environment. Highlight instances where you've collaborated to achieve client goals or improve service delivery.
