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For Companies At a Glance
- Tasks: Help clients navigate their financial journey and retirement plans daily.
- Company: Join a leading independent financial advice firm in Manchester focused on pensions and retirement.
- Benefits: Enjoy a competitive salary, bonuses, and access to top-notch training and development.
- Why this job: Be part of a dynamic team that values client relationships and offers growth opportunities.
- Qualifications: Sales experience and a Level 4 qualification in financial planning are essential.
- Other info: Work in a modern office with great amenities like a gym, cinema, and coffee shop.
The predicted salary is between 28800 - 43200 £ per year.
Junior Advice Partner – Pensions & Retirement Job Description Role Overview & Purpose Independent Financial Advice firm, located in Manchester and specialising within pensions retirement planning are looking to expand a dynamic advice team with the addition of a Junior Advice Partner. The successful candidate will play a key role in managing client relationships, and guiding clients through their financial planning journey. Role Responsibilities 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, and assist 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. Personal Attributes & Experience 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. 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 A competitive salary package and bonuses for new business development. Opportunities for professional growth and advancement within the firm. Access to ongoing training and development programs to support your career aspirations in financial planning and wealth management. State of the art city centre offices with on-site gym and studio, cinema rooms, drying and laundry facilities, showers, breakout areas, auditorium and an onsite coffee shop and bakery. Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities. Applicants must be located and eligible to work in the UK without sponsorship. #J-18808-Ljbffr
Junior Advice Partner employer: MERJE
Contact Detail:
MERJE Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Advice Partner
✨Tip Number 1
Familiarize yourself with the latest trends in pensions and retirement planning. This will not only help you understand the industry better but also allow you to engage more effectively with clients during your conversations.
✨Tip Number 2
Network with professionals in the financial advice sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Practice your communication skills by explaining complex financial concepts to friends or family. This will prepare you for the role, where clear communication is key to helping clients understand their financial options.
✨Tip Number 4
Stay updated on regulatory changes affecting pensions and retirement planning. Being knowledgeable about compliance will demonstrate your commitment to the field and reassure potential employers of your expertise.
We think you need these skills to ace Junior Advice Partner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Junior Advice Partner position. Understand the key responsibilities and required qualifications, especially focusing on client relationship management and financial planning.
Tailor Your CV: Customize your CV to highlight relevant experience in sales, account management, and financial planning. Emphasize any qualifications you have, particularly if you are working towards or already possess a Level 4 qualification in financial planning.
Craft a Compelling Cover Letter: Write a cover letter that showcases your communication skills and ability to convey complex financial information clearly. Mention specific experiences that demonstrate your expertise in pensions and retirement planning.
Follow Up: After submitting your application, consider sending a polite follow-up email after a week or two. This shows your enthusiasm for the role and keeps you on their radar.
How to prepare for a job interview at MERJE
✨Understand Financial Goals
Make sure to familiarize yourself with common financial goals, especially related to pensions and retirement. Be prepared to discuss how you would engage with clients to understand their specific needs and objectives.
✨Showcase Communication Skills
Demonstrate your excellent communication skills during the interview. Practice explaining complex financial concepts in simple terms, as this will be crucial in your role as a Junior Advice Partner.
✨Highlight Relevant Experience
Be ready to share examples from your past experience in sales and account management. Discuss how you've successfully built and maintained client relationships, as this is a key aspect of the role.
✨Prepare for Client Scenarios
Think about potential client scenarios you might encounter in this role. Prepare to discuss how you would handle inquiries, provide updates, and educate clients on their financial options.
