Financial Services Professional
1 week ago
About the Opportunity
">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.
">Key Responsibilities:
">- Engage in regular communication with clients to understand their financial goals and objectives.
- Qualify new client inquiries, conducting thorough financial assessments and developing tailored plans.
- Maintain accurate records of client interactions, financial plans, and investment funds.
- Educate clients on pensions and investment options, empowering them to make informed decisions.
- Provide regular updates to clients on their financial progress, addressing any concerns or questions in a timely and professional manner.
Requirements & Qualifications:
">- 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, including personal and workplace pension schemes.
Compensation Package:
">A competitive salary package (£35,000 - £45,000 per annum), plus bonuses for new business development and opportunities for professional growth.
">Work Environment:
">We offer state-of-the-art city centre offices with on-site amenities, including a gym, cinema rooms, and coffee shop.
">Please note that applicants must be eligible to work in the UK without sponsorship.
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