Financial Planning Specialist

12 hours ago


Manchester, United Kingdom NJR Recruitment Careers Full time

NJR Recruitment Careers is currently working in partnership with a leading Independent Financial Advice firm specialising in pensions and retirement planning. We are seeking a skilled Financial Planning Specialist to join their growing team in Central Manchester.

The successful candidate will play a vital role in guiding clients through their financial planning journey, providing expert advice on pension and retirement planning products and services.

Responsibilities:

  1. Daily communication with clients to understand their financial goals and objectives
  2. Qualifying new client inquiries to ensure a thorough understanding of their financial needs
  3. Maintaining accurate records of client interactions and progress towards achieving their financial goals

The ideal candidate will possess excellent communication skills, be self-motivated, and have a strong passion for helping others achieve their financial goals. A competitive salary of £35,000 - £45,000 per annum is available for this exciting opportunity.



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