Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Help clients navigate their financial planning journey and manage relationships.
- Company: Join a leading Independent Financial Advice firm in the heart of Manchester.
- Benefits: Enjoy state-of-the-art offices, an on-site gym, cinema rooms, and a coffee shop.
- Why this job: Be part of a dynamic team making a real impact on clients' financial futures.
- Qualifications: Strong sales background and knowledge of Pension/Retirement Planning products required.
- Other info: Work in a vibrant environment with plenty of breakout areas and facilities.
The predicted salary is between 28800 - 43200 £ per year.
NJR Recruitment is currently working in Partnership with an Independent Financial Advice firm specialising in pensions retirement planning, savings, investments, mortgages, equity release and protection. Working from State-of-the-art city centre offices with an on-site gym and studio, cinema rooms, drying and laundry facilities, showers, breakout areas, auditorium and an onsite coffee shop and bakery, our client is now seeking a motivated and skilled Junior Advice Partner to join their dynamic, hardworking and growing team in Central Manchester. The successful candidate will play a crucial role in managing client relationships and guiding them through their financial planning journey. This position involves extensive interaction with clients, requiring a strong background in sales as well as Pension/Retirement Planning products. Key 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…
Junior Advice Partner- Pensions and Retirement Planning employer: NJR Recruitment Careers
Contact Detail:
NJR Recruitment Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Junior Advice Partner- Pensions and Retirement Planning
✨Tip Number 1
Familiarize yourself with the latest trends and regulations in pensions and retirement planning. This knowledge will not only help you understand client needs better but also demonstrate your commitment to the field during interviews.
✨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 or even referrals for the Junior Advice Partner role.
✨Tip Number 3
Practice your communication skills, especially in explaining complex financial concepts in simple terms. Role-playing scenarios with friends or mentors can help you become more comfortable in client interactions.
✨Tip Number 4
Research the company culture of the firm you're applying to. Understanding their values and work environment will allow you to tailor your approach and show how you would be a great fit for their dynamic team.
We think you need these skills to ace Junior Advice Partner- Pensions and Retirement Planning
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 skills, especially in client communication and financial planning.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in sales or financial services, particularly related to pensions and retirement planning. Use specific examples to demonstrate your skills.
Tailor Your Application: Customize your application materials to reflect the values and culture of the Independent Financial Advice firm. Show your enthusiasm for helping clients achieve their financial goals.
Proofread Your Documents: Before submitting your application, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at NJR Recruitment Careers
✨Understand the Financial Products
Make sure you have a solid understanding of pensions and retirement planning products. Be prepared to discuss how these products can meet clients' financial goals, as this will demonstrate your expertise and readiness for the role.
✨Showcase Your Sales Skills
Since the role requires a strong background in sales, think of examples from your past experiences where you successfully engaged clients or closed deals. Highlighting these skills will show that you can effectively manage client relationships.
✨Prepare Questions for the Interviewers
Prepare insightful questions about the company culture, team dynamics, and growth opportunities within the firm. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Demonstrate Strong Communication Skills
As the role involves extensive interaction with clients, practice articulating your thoughts clearly and confidently. Use examples to illustrate how you've effectively communicated complex information in the past.
