Retirement Advice Expert
1 week ago
A leading Independent Financial Advice firm is seeking a highly skilled and experienced Retirement Advice Expert to join their team in Central Manchester.
Responsibilities:- Client Needs Assessment: Qualify new client inquiries and ensure a thorough understanding of their financial needs and objectives.
- Business Growth: Identify and pursue business opportunities within the existing client base, as well as develop strategies to acquire new clients.
- Communication and Support: Provide ongoing support and guidance to clients, engaging in regular communication to understand their financial goals and objectives.
- Record Keeping: Maintain accurate and up-to-date records of client interactions and progress towards their financial goals.
The ideal candidate will have a strong background in sales, preferably within the financial services industry, as well as experience of working in a similar advisory role.
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Pension Advice Expert
2 weeks ago
Manchester, United Kingdom NJR Recruitment Careers Full timeAt 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...
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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,...
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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,...
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Retirement Solutions Partner
2 weeks ago
Manchester, United Kingdom NJR Recruitment Careers Full timeWe are partnering with a reputable Independent Financial Advice firm in Central Manchester to recruit a skilled Retirement Solutions Partner. The successful candidate will play a key role in managing client relationships and providing expert advice on pension and retirement planning products and services.Key Responsibilities:Engaging with clients to...
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Pensions and Retirement Advisor
2 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeAbout the RoleWe are looking for a highly skilled Financial Planning Associate to join our team in Manchester. As a Junior Advice Partner, you will be responsible for managing client relationships and providing expert advice on pensions and retirement planning.The successful candidate will have a strong ability to build and maintain client relationships,...
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Retirement Wealth Manager
43 minutes ago
Manchester, United Kingdom NJR Recruitment Ltd Full timeRetirement Wealth Manager£40,000 - £60,000 per yearAbout the Company:NJR Recruitment Ltd works in partnership with Independent Financial Advice firms to find talented professionals to support their growth. Our current partner is looking for a Retirement Wealth Manager to join their team in Central Manchester.Job Description:The successful candidate will...
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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...
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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...
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Junior Advice Partner
3 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...
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Junior Advice Partner
3 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...
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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...
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Financial Adviser
4 weeks ago
Manchester, United Kingdom NJR Recruitment Full timeA leading Independent Financial Advisers in Manchester is seeking a highly skilled Financial Adviser with expertise in investment and retirement planning.This reputable firm provides bespoke advice on a range of topics including investment management, retirement planning, and inheritance tax planning.The successful candidate will have the opportunity to work...
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Pension and Retirement Specialist
2 weeks ago
Manchester, United Kingdom CV-Library Full timeAbout the JobIn this exciting role, you will 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.You will also be responsible for qualifying new client inquiries, ensuring a thorough understanding of their financial needs and...
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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...
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Pensions and Retirement Advisor
2 weeks ago
Manchester, United Kingdom MERJE Ltd Full timeJob DescriptionWe are seeking a Pensions and Retirement Advisor to join our team in Manchester. As a key member of the team, you will be responsible for managing client relationships and guiding clients through their financial planning journey.About the RoleEngage in daily communication with clients to understand their financial goals, both for the immediate...
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Senior Regulation Lead
7 months ago
Manchester, United Kingdom Data Communications Company Full timeWe are Smart DCC Together we're building a greener tomorrow Connecting every home and business to a single, secure smart meter network is a huge undertaking. So you can imagine the scale - and variety - and opportunities for the people who'll help us do it. The role Senior Regulation Lead - Market to Retire Manchester, London, Nottingham Competitive...
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Pension and Retirement Consultant
3 weeks ago
Manchester, Greater Manchester, United Kingdom CV-Library Full timeAbout the RoleWe are currently working in partnership with an Independent Financial Advice firm specialising in pensions and retirement planning. The successful candidate will be responsible for managing client relationships and providing guidance on their financial planning journey.Key Responsibilities:Engage in daily communication with clients to...
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Expert Regulatory Advice Professional
2 weeks 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...
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Workplace Relations Expert
2 weeks ago
Manchester, United Kingdom March Careers Full timeAre you an accomplished HR professional seeking a challenging role in a dynamic organization? Look no further than March Careers! As a Workplace Relations Expert, you will be responsible for providing expert advice and support on employee relations issues, ensuring compliance with UK employment law and best practices.Your responsibilities will...
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Senior Advice Partner
3 weeks ago
Manchester, Greater Manchester, United Kingdom CV-Library Full timeCompany 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...