Financial Support Specialist
4 weeks ago
We are seeking a skilled Paraplanner to join our team at Merje, a leading Wealth Management firm. 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:
- Supporting advisers with analysing information and conducting basic research to produce high-quality client reports.
- Collaborating with the team to ensure seamless client service and platform operations.
- Developing and maintaining strong relationships with clients and wrap/platform providers.
Requirements:
- Excellent communication and organisational skills.
- Ability to work in a fast-paced environment and prioritise tasks effectively.
- Strong analytical and problem-solving skills.
About Merje:
Merje is a dynamic and innovative Wealth Management firm dedicated to providing exceptional client service and investment solutions. We are committed to fostering a collaborative and supportive work environment that encourages growth and development.
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