Retirement Advice Expert

1 week ago


Manchester, United Kingdom NJR Recruitment Careers Full time
Pension Planning Expert Required

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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