Junior Advice Partner

1 week ago

Manchester, United Kingdom MERJE Ltd Full time

Junior Advice Partner - Pensions & Retirement

Job Description

Role Overview & Purpose

An independent Financial Advice firm, located in Manchester and specialising in pensions retirement planning, is 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

  1. 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.
  2. Qualify new client inquiries, ensuring a thorough understanding of their financial needs and objectives.
  3. Maintain meticulous records of client interactions, financial plans, and investment funds.
  4. Educate clients on pensions and investment options, assisting them in making informed decisions regarding their finances.
  5. Provide regular updates to clients on their financial plans, addressing any queries or concerns in a timely and professional manner.

Personal Attributes & Experience

  1. Proven experience in sales and account management, with a strong ability to build and maintain client relationships.
  2. Currently working towards or already possess a Level 4 qualification in financial planning or a related field.
  3. Excellent communication skills, both verbal and written, with the ability to convey complex financial information in an understandable manner.
  4. Extensive expertise in pensions and retirement planning.
  5. Comprehensive knowledge of personal and workplace pension schemes, including assessment and optimization of pension arrangements.
  6. 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

  1. A competitive salary package and bonuses for new business development.
  2. Opportunities for professional growth and advancement within the firm.
  3. Access to ongoing training and development programs to support your career aspirations in financial planning and wealth management.
  4. 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, 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.

#J-18808-Ljbffr

  • Junior Advice Partner

    1 week ago

    Manchester, United Kingdom Merje Ltd Full time

    Junior Advice Partner - Pensions & Retirement Job Description Role Overview & Purpose An independent Financial Advice firm, located in Manchester and specialising in pensions retirement planning, is 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...

  • Junior Advice Partner

    7 days ago

    Manchester, United Kingdom CV-Library Full time

    Junior Advice Partner - Pensions & RetirementJob DescriptionRole Overview & PurposeIndependent Financial Advice firm, located in Manchester and specialising in pensions retirement planning, is 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...

  • Junior Advice Partner

    7 days ago

    Manchester, United Kingdom MERJE Ltd Full time

    Junior Advice Partner - Pensions & RetirementJob DescriptionRole Overview & PurposeAn independent Financial Advice firm, located in Manchester and specialising in pensions retirement planning, is 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...

  • Junior Advice Partner

    2 weeks ago

    Manchester, United Kingdom Merje Full time

    Junior Advice Partner - Pensions & RetirementJob DescriptionRole Overview & PurposeIndependent 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...

  • Junior Advice Partner

    1 week ago

    Pendlebury, Greater Manchester, United Kingdom MERJE Full time

    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...

  • Junior Advice Partner-Pensions and Retirement Planning

    4 weeks ago

    Manchester, United Kingdom CV-Library Full time

    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,...

  • Junior Advice Partner-Pensions and Retirement Planning

    3 weeks ago

    Manchester, United Kingdom NJR Recruitment Ltd Full time

    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,...

  • Junior Advice Partner-Pensions And Retirement Planning

    3 weeks ago

    Manchester, United Kingdom Njr Recruitment Ltd Full time

    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,...

  • Junior Advice Partner- Pensions And Retirement Planning

    3 weeks ago

    Manchester, United Kingdom Njr Recruitment Full time

    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,...

  • Junior Wealth Management Partner

    2 days ago

    Manchester, United Kingdom MERJE Ltd Full time

    Job SummaryWe are seeking a talented Pensions and Retirement Advisor to join our team in Manchester. As a Junior Advice Partner, you will be responsible for guiding clients through their financial planning journey and delivering expert advice on pensions and retirement planning.The ideal candidate will possess excellent communication skills, a proven track...

  • Junior Partner

    2 weeks ago

    Manchester, United Kingdom Simpson Judge Ltd Full time

    An exceptional opportunity has arisen for a Senior Employment Associate to join a top-tier law firm in Manchester, offering a clear and structured path to partnership. Manage and lead a broad range of high-profile employment law matters, including complex discrimination claims, whistleblowing, restrictive covenants, and TUPE issues. Provide strategic...

  • Junior Partner

    1 week ago

    Manchester, United Kingdom Simpson Judge Ltd Full time

    An exceptional opportunity has arisen for a Senior Employment Associate to join a top-tier law firm in Manchester, offering a clear and structured path to partnership. Manage and lead a broad range of high-profile employment law matters, including complex discrimination claims, whistleblowing, restrictive covenants, and TUPE issues. Provide strategic...

  • SEO Junior Partner

    6 months ago

    Manchester, United Kingdom Open Partners Full time

    **Job Specification** **Job: SEO Junior Partner** **Overview of role**: The SEO Junior Partner is responsible for supporting their team in planning and developing SEO activity for a client or group of clients, helping to develop our SEO product, and contributing proactively to their knowledge and skill development. **Junior Partner**: A Junior Partner is a...

  • Junior Partner

    1 week ago

    Manchester, United Kingdom Simpson Judge Ltd Full time €65,000 - €95,000

    Firm: Legal 500 Law Firm Join a leading Legal 500 law firm who provides a first-class experience by putting their clients’ needs at the centre of everything they do ambitious innovative proactive law firm. My client provides a full range of legal services to corporate and private clients acting as trusted advisers seeking to add value at every possible...

  • Junior Advice Partner- Pensions And Retirement Planning

    3 weeks ago

    Manchester, United Kingdom Njr Recruitment Full time

    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.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Working from...

  • Paid Search Junior Partner

    6 months ago

    Manchester, United Kingdom Open Partners Full time

    **Overview of role**: The Paid Search Junior Partner is responsible for supporting their team in planning and developing Paid Search activity for a client or group of clients, helping to develop our Paid Search product, and contributing proactively to their knowledge and skill development. **Junior Partner**: A Junior Partner is a supporting role, assisting...

  • Av Programmatic Junior Partner

    7 months ago

    Manchester, United Kingdom Open Partners Full time

    **Job Specification** **AV Programmatic Junior Partner** **Overview of role**: We are seeking someone in the early stages of their career to join our highly regarded and rapidly expanding agency. This is an opportunity to develop to become an absolute Programmatic Media expert, gaining long lasting skills that will propel you forward in your career with...

  • Senior Advice Partner

    6 days ago

    Manchester, Greater Manchester, United Kingdom CV-Library Full time

    Company OverviewNJR Recruitment Ltd is currently working in partnership with an Independent Financial Advice firm specialising in pensions and retirement planning. We are seeking a highly motivated and skilled Senior Advice Partner to join our dynamic team in Central Manchester.Key Responsibilities:Manage client relationships and provide guidance on their...

  • Paid Social Junior Partner

    6 months ago

    Manchester, United Kingdom Open Partners Full time

    **Overview of role**: The Paid Social Junior Partner is responsible for supporting their team in planning and developing Paid Social activity for a client or group of clients, helping to develop our Paid Social product, and contributing proactively to their knowledge and skill development. **Junior Partner**: A Junior Partner is a supporting role, assisting...

  • Account Partner

    1 week ago

    Manchester, United Kingdom MERJE Ltd Full time

    Junior Advice Partner - Pensions & Retirement Job Description Role Overview & Purpose An independent Financial Advice firm, located in Manchester and specialising in pensions retirement planning, is 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...