Pension Advice Expert

3 weeks ago


Manchester, United Kingdom NJR Recruitment Careers Full time

At NJR Recruitment Careers, we are working in partnership with a renowned Independent Financial Advice firm specializing in pensions and retirement planning. We are seeking a highly skilled Pension Advice Expert to join their dynamic 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 and progress towards achieving their financial goals

The ideal candidate will have excellent communication skills, be able to work independently, and possess a strong passion for helping others achieve their financial goals. They will also have a solid understanding of pension and retirement planning products and services.

A competitive salary of £30,000 - £40,000 per annum is available for this exciting opportunity.



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