Paraplanner

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...

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...

Key Responsibilities:As a Paraplanner at Merje, you will be responsible for servicing existing business, platform-based work, and illustrations. You will also be in regular contact with clients and wrap/platform providers.Service Existing Business: You will work closely with the team to ensure seamless delivery of services to our clients.Platform-Based Work:...

Pensions Paraplanning Role at MerjeMerje, a leading Wealth Management firm, is seeking a skilled Paraplanner to join their team. The successful candidate will be responsible for servicing existing business, platform-based work, and client communications.Key Responsibilities:Servicing existing business, including platform-based workInterpreting data obtained...

Paraplanner (Permanent) RoleOur client, a leading Wealth Management firm, is seeking a skilled Paraplanner to join their team on a permanent basis. As a Paraplanner, you will play a crucial role in servicing existing business, managing platform-based work, and providing regular contact with clients and wrap/platform providers.Key Responsibilities:Service...

Paraplanner (Permanent) RoleOur client, a leading Wealth Management firm, is seeking a skilled Paraplanner to join their team on a permanent basis. As a Paraplanner, you will play a crucial role in servicing existing business, managing platform-based work, and providing regular contact with clients and wrap/platform providers.Key Responsibilities:Service...

Paraplanner Role OverviewWe are seeking a skilled Paraplanner to join our team at Merje Careers. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and client interactions.Key Responsibilities:Receiving instructions from advisers following client meetings.Interpreting data obtained by advisers during client...

Key Responsibilities:As a Paraplanner at Merje, you will be responsible for servicing existing business, platform-based work, and illustrations. You will also be in regular contact with clients and wrap/platform providers, supporting the advisers with analysing information and conducting basic research to produce high-quality results.Requirements:Excellent...

Key Responsibilities:As a Paraplanner at Merje, you will be responsible for servicing existing business, platform-based work, and illustrations. You will also be supporting the advisers with analysing information and conducting basic research to produce high-quality results.Key Skills:Excellent analytical and problem-solving skillsStrong communication and...

Job Summary:We are seeking a skilled Pensions Paraplanner to join our team at Merje, a leading Wealth Management firm. As a key member of our team, you will be responsible for servicing existing business, platform-based work, and regular contact with clients and wrap/platform providers.Key Responsibilities:Service existing business and platform-based...

Job DescriptionWe are seeking a highly skilled Financial Planning Professional to join our team at Merje. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and client relationships.The ideal candidate will have a strong understanding of the financial planning process and be able to produce professional and...