Senior Advice Partner
2 weeks ago
NJR 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 financial planning journey.
- Engage in daily communication with clients to understand their financial goals and objectives.
- Qualify new client inquiries, ensuring a thorough understanding of their financial needs.
- Maintain meticulous records of client interactions, financial plans, and investment funds.
- Educate clients on pensions and investment options, 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.
- 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.
The estimated salary for this role is £55,000-£75,000 per annum, depending on experience.
-
Junior Advice Partner
3 weeks ago
Manchester, United Kingdom Merje Ltd Full timeJunior 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
2 weeks ago
Manchester, United Kingdom CV-Library Full timeJunior 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
2 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeJunior 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
3 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeJunior 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
4 weeks ago
Manchester, United Kingdom Merje Full timeJunior 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
3 weeks ago
Pendlebury, Greater Manchester, United Kingdom MERJE Full timeJunior 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...
-
Senior Financial Business Partner
2 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeAbout the RoleWe are seeking a Senior Financial Business Partner to join our team at Hays Senior Finance. As a key member of the finance department, you will provide financial leadership and expertise to drive business growth and success.Key responsibilities will include providing financial analysis and insights to inform business decisions, developing and...
-
Senior Finance Business Partner
2 weeks ago
Manchester, United Kingdom Hays Senior Finance Full timeYour new company A well-known Global FMCG Group that has seen outstanding growth over recent years, has the plans and means to continue to grow at a sustainable rate, both organically and through acquisition. With a number of offices based in the UK, the business has an excellent culture, with clear progression opportunities throughout the group for the...
-
Senior Associate
3 days ago
Greater Manchester, United Kingdom JMC Legal Recruitment Full timeOpportunity for Employment Senior Associate/PartnerWe are looking for a highly skilled and experienced Employment Senior Associate/Partner to join our commercial practice.The ideal candidate will have a strong reputation for delivering complex and high-profile work, with a proven ability to provide tailored advice to established corporate clients.In this...
-
Senior Financial Partner
2 weeks ago
Manchester, United Kingdom Michael Page Full timeJob OverviewWe are seeking a highly skilled Senior Financial Partner to join our team in Manchester, working closely with stakeholders to deliver strategic financial insights and advice.This is an excellent opportunity for a professional accountant to leverage their expertise and drive business growth, while enjoying a competitive benefits package, including...
-
Junior Advice Partner
1 week ago
Manchester, United Kingdom MERJE Ltd Full timeRole OverviewAs a Junior Advice Partner - Wealth Management, you will play a crucial role in managing client relationships and guiding clients through their financial planning journey at our company in Manchester.About the JobEngage in daily communication with clients to understand their financial goals, both for the immediate and long-term, including...
-
Senior Commercial Business Partner
1 week ago
Manchester, United Kingdom THG Full timeAbout the RoleTHG is looking to recruit a Senior Commercial Business Partner to work within our Ingenuity Department. Reporting into the Head of Commercial Finance, this is a highly visible and important role within an established Finance team with excellent scope for progression.We are seeking a skilled professional to join our dynamic Ingenuity Finance...
-
Advice and Response Lead Investigator
8 months ago
Manchester, United Kingdom The University of Manchester Full timeThe Advice and Response Lead Investigator will be responsible for undertaking all aspects of complex investigative casework in relation to allegations of behavioural misconduct, including sexual misconduct, harassment and hate in adherence to relevant policies and procedures. As a leader of Professional Services (PS), embed locally and University-wide a...
-
Expert Regulatory Advice Professional
1 week ago
Manchester, United Kingdom William James Recruitment Full timeWe require an experienced senior regulatory lawyer to join our team in the North West region of England.About the JobProvide expert advice to businesses and individuals on regulatory mattersMitigate risk and avoid prosecution for clients through proactive guidance and supportWork closely with partners and senior colleagues to promote business growth and...
-
Community Liaison and Guidance Advisor
3 days ago
Greater Manchester, United Kingdom Citizens Advice BANES Full timeJob Summary: Community Liaison and Guidance AdvisorWe are seeking a dedicated professional to join our team as a Community Liaison and Guidance Advisor. In this role, you will provide guidance, advice, and support to migrant workers, working closely with partner organisations to protect vulnerable individuals from exploitation.About the RoleThis is an...
-
Senior Associate or Partner Position Available
2 weeks ago
Greater Manchester, United Kingdom JMC Legal Recruitment Full timeKey ResponsibilitiesDeliver high-quality legal advice to clients on employment matters, ensuring successful outcomes and maintaining strong relationships with existing clients and building new business opportunities.Lead complex projects and teams, leveraging your expertise in employment law to drive results.RequirementsA minimum of 5+ years of experience as...
-
Senior Team Leader
3 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeJob DescriptionAs a Senior Team Leader - Financial Advice, you will lead and develop high-performing financial advice teams. Your responsibilities will include overseeing risk and control frameworks, contributing to commercial development, managing performance targets, and collaborating with stakeholders.Required Skills and Qualifications: To excel in this...
-
Regulatory Partner
2 weeks ago
Manchester, United Kingdom William James Recruitment Full timeJob Description We are pleased to offer this Regulatory Partner opportunity with a Legal 500 recognised practice, based in Greater Manchester.Regulatory Director / Partner - up to £120,000 plus great Benefits This highly regarded regional firm seeks to build on the continued success of their Regulatory team, with this senior level hire.This opportunity is...
-
Manchester, United Kingdom CV-Library Full timeNJR 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,...
-
Manchester, United Kingdom NJR Recruitment Ltd Full timeNJR 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,...