Financial Planning Manager
1 day ago
Job Overview
We are seeking a highly motivated and experienced Financial Planning Manager to join our dynamic advice team in Manchester. As a key member of the team, you will play a crucial role in managing client relationships and guiding clients through their financial planning journey.
About the Role
- 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.
- Qualify new client inquiries, ensuring a thorough understanding of their financial needs and objectives.
- 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.
Requirements
- 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.
Compensation Package
A competitive salary package (£45,000 - £60,000 per annum) and bonuses for new business development opportunities, along with access to ongoing training and development programs to support your career aspirations in financial planning and wealth management.
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