Pensions Advisor

3 weeks ago


Manchester, United Kingdom NJR Recruitment Full time
About the Company

NJR Recruitment is working with a reputable and established independent financial advisory firm based in Manchester. This organization specializes in providing expert advice on various areas, including investment management, retirement planning, inheritance tax planning, personal and family protection, business protection, and corporate benefits.

Job Overview

We are seeking an experienced Pensions Advisor to join our client's team. The successful candidate will work closely with the advisors to interpret and communicate advice based on clients' circumstances, risk profiles, and objectives. Key responsibilities include:

  • Product and fund research using systems such as Adviser Asset & FE Analytics
  • Writing suitability and advice letters
  • Maintaining accurate and complaint suitability report templates
Requirements and Qualifications

To be considered for this role, candidates should have prior experience working within an IFA practice, writing suitability reports, and studying towards the Diploma or Regulated Diploma in Financial Services (level 4). Proficiency in software applications such as 1st Software, Outlook, Excel, and Word is preferred. The ideal candidate will also be willing to travel to Manchester for training.

Salary and Benefits

The estimated annual salary for this position is £40,000-£60,000, depending on experience. NJR Recruitment offers competitive salaries and benefits packages to its clients' employees, reflecting the high demand for skilled professionals in the industry.


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