Wealth Management Advisor

4 weeks ago


Manchester, United Kingdom NJR Recruitment Ltd Full time
Overview:

We are partnering with a leading Independent Financial Advice firm to recruit a motivated and skilled Junior Advice Partner to join their dynamic team in Central Manchester. This is an exciting opportunity for someone who wants to develop their career in Financial Planning and Wealth Management.

About the Client:

The client is a well-established firm with a strong reputation for delivering high-quality financial services to their clients. They offer a comprehensive range of products and services, including pensions, retirement planning, savings, investments, mortgages, equity release, and protection.

Responsibilities:
  • Manage client relationships and guide them through their financial planning journey.
  • Develop and implement effective financial plans to meet clients' needs and objectives.
  • Provide expert advice on pensions and investment options, and help clients make informed decisions about their finances.
  • Stay up-to-date with changes in the financial industry and ensure that clients are aware of the latest developments and opportunities.
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.
  • Skilled in identifying drivers for pension consolidation and recommending suitable strategies tailored to client goals.
  • Proficient in navigating the tax advantages of pensions, ensuring clients maximise their financial benefits.
  • Experienced in managing a wide variety of pension policies, including Guaranteed Annuity Rates (GARs) and pensions with safeguarded benefits, ensuring compliance with regulatory requirements while aligning with clients' retirement objectives.
Benefits:
  • Access to ongoing training and development programs to support career aspirations in Financial Planning and Wealth Management.
  • A competitive salary of £38,000-£48,000 per annum, depending on experience.


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