Regional Pensions and Retirement Manager

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 Job Description - Regional Pensions and Retirement Manager (0000D1OD)

Job Description 

Regional Pensions and Retirement Manager : 0000D1OD 



Have you ever thought about a career in one of the fastest growing areas of HSBC? Due to extensive growth in our Specialist Retirement Franchise, the Retirement Advice Centre of Excellence are recruiting three additional, GCB5 Regional Retirement Specialists.

Field based, the role will cover Southampton, Sussex coast, Maidstone, Basingstoke, Guildford, Portsmouth, Hants and Surrey.


 The role of the Regional Retirement Specialist is to provide specialist financial advice with personal recommendations to HSBC customers requiring retirement advice and guidance, it is truly hands on, both demonstrating and observing effective customer meetings.







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



The role responsibilities will include:

  • Undertaking appropriate analysis of customers’ existing pensions in discover meetings, identifying opportunities and ensuring that customers’ needs are desires are captured to enable the report writing team to provide advice on pension switching and retirement options.
  • Communicating the specialist advice through the presentation of technically accurate, customer focused reports, written by the Retirement Advice Consultants.
  • 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 the entire network on pension related questions.






     The ideal candidate for this role will have

  • Experience of pension switching and providing retirement advice
  • QCF Level 4 with relevant pension and investment modules must be held.
  • A relevant pension transfer specialist qualification is preferred but not essential as full training will be provided for the right candidate with a commitment to obtain the relevant qualification within 18 months of starting in the role.
  • Excellent knowledge of customer’s needs, the sales process, advice suitability and the regulatory environment alongside experience of providing advice.
  • Flexible & pragmatic with a keen eye for detail with a desire to find ways to continually improve the service delivered HSBC customers. 
  •  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
  • Key search words: "Retail Banking and Wealth Management" "Retirement Advice Centre of Excellence" "retirement consultant" "wealth centre of excellence" "Regional Specialist"



    HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment


    Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.


    As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation.

    We want everyone to be able to fulfil their potential which is why we provide a range of flexible working arrangements and family friendly policies.


    For further details, please contact Recruitment Helpdesk:

    Email: [email protected]

    Telephone: +44 2078328500











































































    Job Field

     : Sales

    Primary Location

     : Europe-United Kingdom-Hampshire-Fareham

    Other Locations

     : Europe-United Kingdom-Hampshire-Portsmouth, Europe-United Kingdom-Kent-Maidstone, Europe-United Kingdom-Surrey-Guildford, Europe-United Kingdom-Hampshire-Basingstoke, Europe-United Kingdom-Hampshire-Southampton


     : Full-time 


     : Day JobType of Vacancy : Country vacancy

    Job Posting

     : 17-May-2019, 18:51:16 

    Unposting Date

     : Ongoing  

    28 March 2020
    Location: United Kingdom Hampshire Fareham
    Work type:
    Full time
    Banking and Financial Services
    PLEASE! No enquiries from Recruitment Agencies or Headhunters.

    Only direct applications will be considered.

    This career opportunity is no longer open.
    Please search for current vacancies here.

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