Job Description

At abrdn,

Our purpose is to enable our clients to be better investors.

Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

About the Department:

The Adviser business provides support, expertise and technology for financial advisers in the UK to bring value for their businesses and their clients. The ambition of the Adviser business is to be the easiest partner that advisers will do business with, and our purpose is to help advisory businesses thrive, so they can help their clients prosper. We will achieve our ambition by focusing on three things: helping advisers do business their way, making it easy and putting our strength to work for them. Our Technical Consulting team support this ambition by providing expert consultancy to our key adviser firms helping them to provide great outcomes to their client’s complex tax and retirement planning needs.

About the role:

An opportunity has arisen for a suitably qualified individual to join our Technical Consulting team. As a senior pension planning consultant, you will provide expert holistic consultancy in the field of pension and retirement planning to our adviser clients.

Reporting to one of our Technical Managers, the role holder will provide holistic planning consultancy to financial advisers for complex pensions and retirement planning cases

Responsibilities:

• Communicate information, over the phone or via email, at a level appropriate to the needs of financial advisers by translating complex pensions information into what it means for them and their clients.
• Maintain and apply an in-depth knowledge of pensions and retirement planning legislation.
• Design, create and/or check a variety of digital/written content to support key messages in these areas.
• Support business proposition development and campaign activity by providing consultancy, including the generation of ideas and thought leadership aligned to our trading priorities.
• Manage abrdn’s risk by monitoring, analysing and communicating legislative change emerging from HMRC, DWP, TPR, Treasury and other key sources.
• Offer meaningful analysis and applying influence to internal and external customers to best effect, building networks and relationships with key stakeholders to support business decisions and influence regulation and legislative change.

Candidate requirements:

• To be qualified to at least CII/PFS Diploma level or have another equivalent professional qualification in pensions, or an appropriate degree/specialist knowledge.
• Experience in providing retirement planning consultancy/guidance, i.e. the ability to identify problems, consider options and propose solutions to meet a client need.
• An ability to simplify complex legislation, focusing on what it means for a variety of audiences but primarily financial advisers and their clients.
• Good telephony skills
• Detailed knowledge in pensions and retirement planning legislation
• Excellent communication/writing skills - with the ability to communicate complex messages simply.
• An ability to prioritise effectively and self-manage multiple complex tasks.
• Strong work ethic – enjoys working at pace, self-motivated and is accountable for actions.
• Strong team player who is able to work collaboratively.
• To be a self-starter, with drive to continuously improve their knowledge and performance

We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

Our benefits

There's more to working life than coming home with a good salary. We have an environment where you can learn, get involved and be supported.

When you join us, your reward will be one of the best around. This includes 40 days’ annual leave, a 16% employer pension contribution, a discretionary performance based bonus (where applicable), private healthcare and a range of flexible benefits – including gym discounts, season ticket loans and access to an employee discount portal. You can read more about our benefits here.

Our business

Enabling our clients to be better investors drives everything we do. Our business is structured around three distinct areas – our vectors of growth – focused on our clients’ changing needs. You can find out more about what we do here.

We’re committed to providing an inclusive workplace where all forms of difference are valued and which is free from any form of unfair or unlawful treatment.  We define diversity in its broadest sense – this includes but is not limited to our diversity of educational and professional backgrounds, experience, cognitive and neurodiversity, age, gender, gender identity, sexual orientation, disability, religion or belief and ethnicity and geographical provenance.  We support a culture that values meritocracy, fairness and transparency and welcomes enquiries from everyone.

If you need assistance or an adjustment due to a disability please let us know as part of your application and we will assist.