Retirement Advice Consultant



Retirement Advice Consultant

The role of the Retirement Advice Consultant is to provide specialist financial advice with personal recommendations to HSBC customers requiring retirement advice and guidance.

This role is pivotal to the HSBC Specialist Retirement Advice proposition in providing analyses and technical advice in-line with the required Company and regulatory standards for pension switching and ‘At’ retirement advice.

You will analyse and write financial planning reports in relation to pension switching and retirement options, ensuring that the required customer outcomes are delivered. These reports will then be presented by the banks customer facing Premier Relationship Managers (PRMS) and Premier Client Managers (PCMs).

The Retirement Advice Consultant role is desk based within Retail Banking and Wealth Management – Retirement Advice Centre of Excellence. No travel is required.

Your responsibilities will include:

  • Undertaking appropriate analysis of customers’ existing pensions, providing regulated financial advice on pension switching and retirement options.

  • Communicating advice through the preparation of technically accurate, compliant, customer focused written reports.

  • Sharing best practice and providing guidance to colleagues within both the Centre and the field to aid their development and competency.
  • Providing technical assistance to other departments and individuals within Retail Banking and Wealth Management.
  • Contacting customers by telephone and e-mail to obtain additional information or to confirm understanding of the customer’s needs and objectives.The role does not involve face-to-face customer contact.