Junior Advice Partner- Pensions and Retirement Planning

NJR Recruitment is currently working in Partnership with an Independent Financial Advice firm specialising in pensions retirement planning, savings, investments, mortgages, equity release and protection.

Working from State-of-the-art city centre offices with an on-site gym and studio, cinema rooms, drying and laundry facilities, showers, breakout areas, auditorium and an onsite coffee shop and bakery, our client is now seeking a motivated and skilled Junior Advice Partner to join their dynamic, hardworking and growing team in Central Manchester. The successful candidate will play a crucial role in managing client relationships and guiding them through their financial planning journey. This position involves extensive interaction with clients, requiring a strong background in sales as well as Pension/Retirement Planning products.

Key Responsibilities:

• Engage in daily communication with clients to understand their financial goals, both for the immediate and long-term, including retirement plans and reasons for seeking financial advice
• Qualify new client inquiries, ensuring a thorough understanding of their financial needs and objectives
• Maintain meticulous records of client interactions, financial plans and investment funds
• Educate clients on pensions and investment options, and assisting them in making informed decisions regarding their finances
• Provide regular updates to clients on their financial plans, addressing any queries or concerns in a timely and professional manner.

To apply for the role candidate should offer;

• Proven experience in sales and account management, with a strong ability to build and maintain client relationships
• Currently working towards or already possess a Level 4 qualification in financial planning or a related field
• Excellent communication skills, both verbal and written, with the ability to convey complex financial information in an understandable manner
• Extensive Expertise in Pensions and Retirement Planning
• Comprehensive knowledge of personal and workplace pension schemes, including assessment and optimization of pension arrangements
• Skilled in identifying drivers for pension consolidation and recommending suitable strategies tailored to client goals
• Proficient in navigating the tax advantages of pensions, ensuring clients maximise their financial benefits
• Experienced in managing a wide variety of pension policies, including Guaranteed Annuity Rates (GARs) and pensions with safeguarded benefits, ensuring compliance with regulatory requirements while aligning with clients' retirement objectives.

Our client offers access to ongoing training and development programs to support career aspirations in Financial Planning and Wealth Management with a CII examiner!

Get in touch today to discuss the role in more detail…

NJR 15362