Pension and Retirement Consultant
6 days ago
We 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 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 £50,000-£70,000 per annum, depending on experience.
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Pensions and Retirement Advisor
2 days 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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Pension and Retirement Specialist
1 day 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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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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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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Manchester, United Kingdom Njr Recruitment 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 Savings Growth Manager
2 days ago
Manchester, United Kingdom Alexander Lloyd Full timePension Consultant OpportunityThis exciting role presents a unique chance for a seasoned pension consultant to join a forward-thinking firm and contribute to the development of innovative retirement savings solutions. As a key member of our team, you will work closely with clients and providers to deliver exceptional results and drive business growth.
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Pension Consultant Specialist
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Retirement Solutions Consultant
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Manchester, United Kingdom Michael Page (UK) Full timeJob DescriptionWe are looking for a skilled Pensions / SIPP Client Services specialist to join our team, responsible for providing exceptional support to our clients throughout the pensions process.The ideal candidate will have a proven track record of delivering high-quality services, with excellent communication and interpersonal skills, and the ability to...
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Manchester, United Kingdom Njr Recruitment 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.Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Working from...
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Dc Pensions Consultant
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Pension Consultant Specialist
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Manchester, United Kingdom Gallagher Full timeAbout the Role We are seeking an accomplished Senior Pension Actuarial Analyst to join our team at Gallagher. This exciting opportunity offers a chance to work collaboratively with a talented group of professionals, providing exceptional actuarial services and consultancy to a diverse range of clients. Your Impact As an actuarial consultant, you will play a...
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Senior Advice Partner
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Pension and Investment Consultant
4 weeks ago
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Senior Pensions Administrator
1 month ago
Manchester, United Kingdom Front Row Recruitment Full timeJob Description Due to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly Defined Benefit team in Manchester. The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly....
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Senior Pensions Administrator
1 month ago
Manchester, United Kingdom Front Row Recruitment Full timeDue to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly Defined Benefit team in Manchester.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will...
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Senior Pensions Administrator
1 month ago
Manchester, United Kingdom Front Row Recruitment Full timeDue to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly Defined Benefit team in Manchester.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will...
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Senior Pensions Administrator
1 month ago
Manchester, United Kingdom Front Row Recruitment Full timeDue to a number of New Business wins my client, an award winning Pension Consultancy, currently seek a talented Senior Administrator to join their friendly Defined Benefit team in Manchester.The role will involve prioritising the day to day workload of the team and assisting the Administration Manager in ensuring that the team runs smoothly. Duties will...
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Actuarial Pensions Expert
3 weeks ago
Manchester, United Kingdom WTW Full timeAbout the RoleYou will be joining WTW as a qualified actuarial pensions consultant with experience working on core UK defined benefit pensions actuarial work.As part of our national resourcing approach, you will have the opportunity to work with a wide range of clients and contribute to both trustee and corporate assignments.You will take an active interest...