Financial Planning Manager

1 day ago


Manchester, United Kingdom MERJE Ltd Full time

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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