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Contractors Restricted

Retirement Specialist - Retirement and Managed Services

Manchesteronsitemid

Posted 1mo ago · via Workday

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About this role

The Role We are seeking a qualified adviser, preferably a Certified Financial Planner (CFP), to lead the development of our service strategy for new retirement offers within UK Personal Investor. This is a key appointment as we look to offer more help to more investors in reaching our 2030 goals. The role is pivotal in shaping service strategy and defining client interactions, with a focus on delivering scalable, innovative solutions that will improve retirement outcomes across the UK and help investors chances of investment success. The role combines leadership, governance and hands on collaboration, working with a wide stakeholder group to bring the client element of new offers to life.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is mid-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Manchester. We weight your proximity and willingness to relocate.

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Skills in this role

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