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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.