Pension and Retirement Specialist

1 day ago


Manchester, United Kingdom CV-Library Full time
About the Job

In this exciting role, you will 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.

You will also be responsible for qualifying new client inquiries, ensuring a thorough understanding of their financial needs and objectives. Additionally, you will maintain meticulous records of client interactions, financial plans and investment funds.



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