Retirement and Investment Consultant

at  Cornmarket

WHO WE ARE

At Cornmarket, we look after the financial wellbeing of public servants and their families. We’ve been focused on public sector employees for over 50 years, learning how to bring our clients the best financial services – from car, home, health and life insurance, to income protection, retirement planning and beyond.

SKILLS KNOWLEDGE REQUIRED

• Full QFA essential upon commencement within the role
• Previous experience advising on financial products and life policies
• Track record in achieving targets
• Strong analytical thinker, with ability to problem solve
• Customer focused approach
• Ability to work on own initiative or as part of a team
• Strong communication and stakeholder management skills
• Knowledge of risk control regulatory environment.
• Commercial awareness

ROLE PURPOSE

Retirement Investment Consultants are highly motivated and driven financial advisors who guide our retiring clients throughout the process of retirement. Financial needs and goals are assessed, and appropriate recommendations are made to help clients achieve these goals. As part of the client’s retirement plan expert advice is provided on ARFS, Investments, Single Premium AVCs PRSAs, Savings Plans, Retired Members Life Cover, Cornmarket Tax Service and Life products.
Retirement Investment Consultants are expected to reach targets set down by the Head of Retirement Investment. A customer focused approach requires Consultants to perform fundamental tasks and duties in a compliant, professional, and efficient manner. The role holder will be provided with a full diary of clients each week.
Due to the specialised nature of advising Public Sector clients at retirement, all Retirement Investment Consultants will receive an extensive training course prior to commencement of the role along with ongoing development within the role.

ACCOUNTABILITIES OF THE ROLE

• Conducting financial fact finds with clients
• Guiding clients throughout the process of retirement identifying what is required to meet their needs and goals
• Advising on the various options available to the client and implementing a retirement plan, by recommending the most appropriate course of action
• Building and maintaining strong relationships with key stakeholders
• Guiding the client throughout the process of setting up new investment/life policies
• Complying with risk control and regulatory requirements that are relevant to this role
• Ensuring compliance with company policies, regulatory, professional, and legal requirements
• Maintaining commercial awareness relevant to this role in relation to changes in investment/life and pension products and industry specific changes