Junior Advice Partner - Pensions & Retirement
Job Description
Role Overview & Purpose
Independent Financial Advice firm, located in Manchester and specialising within pensions retirement planning are looking to expand a dynamic advice team with the addition of a Junior Advice Partner. The successful candidate will play a key role in managing client relationships, and guiding clients through their financial planning journey. Role 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 assist 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. Personal Attributes & Experience
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. 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. Benefits
A competitive salary package and bonuses for new business development. Opportunities for professional growth and advancement within the firm. Access to ongoing training and development programs to support your career aspirations in financial planning and wealth management. State of the art city centre offices with on-site gym and studio, cinema rooms, drying and laundry facilities, showers, breakout areas, auditorium and an onsite coffee shop and bakery. Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. Applicants must be located and eligible to work in the UK without sponsorship.
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Independent Financial Advice firm, located in Manchester and specialising within pensions retirement planning are looking to expand a dynamic advice team with the addition of a Junior Advice Partner. The successful candidate will play a key role in managing client relationships, and guiding clients through their financial planning journey. Role 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 assist 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. Personal Attributes & Experience
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. 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. Benefits
A competitive salary package and bonuses for new business development. Opportunities for professional growth and advancement within the firm. Access to ongoing training and development programs to support your career aspirations in financial planning and wealth management. State of the art city centre offices with on-site gym and studio, cinema rooms, drying and laundry facilities, showers, breakout areas, auditorium and an onsite coffee shop and bakery. Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. Applicants must be located and eligible to work in the UK without sponsorship.
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