Merje | 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...

Role OverviewWe are seeking a skilled Paraplanner to join our team at Merje Careers. As a Paraplanner, you will play a vital role in supporting our advisers and contributing to the success of our business.Key Responsibilities:Receiving instructions from advisers following client meetings and interpreting data obtained during these interactions.Analyzing data...

Job DescriptionWe are looking for a skilled Paraplanner to join our team at Merje Careers. The successful candidate will have strong analytical skills, be able to interpret complex data, and provide high-quality written reports to support our advisers and clients.The role involves servicing existing business, platform-based work, illustrations, and regular...

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. Paraplanners will also be supporting the advisers with analysing...

About the Role: Merje's client is looking for an experienced Paraplanner to join their team. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.Responsibilities:Providing high-quality support to the financial planning team.Assisting with the preparation of suitability reports and other...

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...

Company OverviewMerje, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.

Job DescriptionWe are looking for a skilled Financial Planning Paraplanner to join our team at Merje, a leading Wealth Management firm. As a Paraplanner, you will be responsible for servicing existing business and platform-based work, as well as illustrating key data and engaging in regular contact with clients and wrap/platform providers.Requirements and...

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...

Job Description 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...

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.

Wealth Management Professional OpportunityMERJE is seeking a highly skilled Pensions Paraplanner to join our team. As a key member of our Wealth Management division, you will be responsible for servicing existing business and platform-based work.This position requires strong analytical skills, as you will be responsible for interpreting data obtained by...

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...

About Merje: Our client, a leading Wealth Management firm, seeks a skilled Paraplanner to join their 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.Key Responsibilities:Interpreting data obtained by...

Job OverviewWe are seeking a highly skilled Paraplanner to join our team at Merje Careers. As a Paraplanner, you will play a critical role in servicing existing business and supporting our advisers with analysing information and conducting research to produce articulate suitability reports.Key Responsibilities:Receiving instructions from advisers following...

About the RoleWe are looking for a highly skilled Paraplanner to join our team at Merje Careers. This is an exciting opportunity to work with a leading Wealth Management firm, supporting our advisers and contributing to the success of our business.Key Features:Competitive salary range: £45,000 - £60,000 per annum.Opportunity to work with a dynamic and...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at Merje Careers. In this role, you will be responsible for providing administrative support to our advisers and ensuring that client needs and objectives are met.Main Responsibilities:Service existing business and platform-based work.Support advisers with analysing information and...

About the Role:We are looking for an experienced Paraplanning Specialist to join our team at Merje. As a Paraplanner, you will play a crucial role in supporting our advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.You will be responsible for receiving instructions during debriefings from...

Overview: Merje's client is a well-established Wealth Management firm seeking a skilled Paraplanner to join their team. This is an exciting opportunity for a motivated individual to contribute to the success of the company.Job Description:Servicing existing business, including platform-based work, illustrations, and regular client contact.Collaborating with...