Paraplanner

2 months ago

Burnley, United Kingdom Merje Full time

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.

As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produ...


  • Paraplanner

    1 month ago

    Burnley, Lancashire, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...

  • Paraplanner (Pensions Management)

    1 month ago

    Burnley, Lancashire, United Kingdom Merje Full time

    Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. This must be done in such a way as to ensure that the firm's client and...

  • Pensions Administration Specialist

    4 weeks ago

    Burnley, Lancashire, United Kingdom Merje Full time

    About MerjeMerje, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.Job DescriptionAs a Paraplanner, you will be responsible for servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers. Key responsibilities...