Financial Services Professional

1 week ago


Manchester, United Kingdom MERJE Ltd Full time

About the Opportunity

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We are seeking a skilled Junior Advice Partner to join our team at MERJE Ltd, specializing in pensions and retirement planning. As a key member of our team, you will be responsible for delivering exceptional client service, providing expert advice on pensions and investments, and driving business growth.

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Key Responsibilities:

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  1. Engage in regular communication with clients to understand their financial goals and objectives.
  2. Qualify new client inquiries, conducting thorough financial assessments and developing tailored plans.
  3. Maintain accurate records of client interactions, financial plans, and investment funds.
  4. Educate clients on pensions and investment options, empowering them to make informed decisions.
  5. Provide regular updates to clients on their financial progress, addressing any concerns or questions in a timely and professional manner.
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Requirements & Qualifications:

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  1. Proven experience in sales and account management, with a strong ability to build and maintain client relationships.
  2. Currently working towards or already possess a Level 4 qualification in financial planning or a related field.
  3. Excellent communication skills, both verbal and written, with the ability to convey complex financial information in an understandable manner.
  4. Extensive expertise in pensions and retirement planning, including personal and workplace pension schemes.
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Compensation Package:

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A competitive salary package (£35,000 - £45,000 per annum), plus bonuses for new business development and opportunities for professional growth.

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Work Environment:

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We offer state-of-the-art city centre offices with on-site amenities, including a gym, cinema rooms, and coffee shop.

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Please note that applicants must be eligible to work in the UK without sponsorship.



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