Financial Support Specialist

4 weeks ago


Warrington, Warrington, United Kingdom Merje Full time
Paraplanner Role at Merje

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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