Senior Wealth Planning Specialist
8 hours ago
Our company, Merje, is a leading player in the Wealth Management industry. We're looking for an experienced Senior Wealth Planning Specialist to join our team on a permanent basis.
This role involves receiving instructions during debriefings from advisers following client meetings and interpreting data obtained by advisers during client meetings.
Responsibilities:
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Receiving feedback and guidance from senior team members to enhance skills and knowledge.
As a Senior Wealth Planning Specialist at Merje, you can expect a competitive salary of £45,000 per annum, depending on experience.
About You:
- Experience in wealth planning or a related field.
- Strong analytical and problem-solving skills.
What We Offer:
- A dynamic and supportive work environment.
- Ongoing training and development opportunities.
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