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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 facilities, 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 in Pension/Retirement Planning products required.
- Other info: Work in a vibrant city center office with great perks and a supportive culture.
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 interactions, financial plans and investment funds Educate clients on pensions and investment options, and assisting them in making informed decisions regarding their finances Provide regular updates to clients…
Junior Advice Partner- Pensions and Retirement Planning employer: NJR Recruitment
Contact Detail:
NJR Recruitment 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 in client interactions but also demonstrate your commitment to staying informed in a rapidly changing industry.
✨Tip Number 2
Practice your communication skills, especially in explaining complex financial concepts in simple terms. Being able to convey information clearly will build trust with clients and enhance their understanding of their financial options.
✨Tip Number 3
Network with professionals in the financial services sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer clients to you.
✨Tip Number 4
Showcase your sales experience during interviews. Highlight specific examples where you've successfully engaged clients and met their needs, as this will be crucial for the Junior Advice Partner role.
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 how your personal goals align with their mission and how you can contribute to their team.
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
✨Understand the Financial Products
Make sure you have a solid understanding of pensions and retirement planning products. Be prepared to discuss how these products work and how they can benefit clients, 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 for Client Scenarios
Anticipate questions about how you would handle specific client situations. Practice articulating how you would guide clients through their financial planning journey, ensuring you address their immediate and long-term goals.
✨Demonstrate Your Communication Skills
Effective communication is key in this role. Be ready to showcase your ability to explain complex financial concepts in simple terms. This will help reassure the interviewers that you can educate clients and keep them informed throughout their financial planning process.
