Senior Wealth Planning Specialist

8 hours ago


Newton Abbot, Devon, United Kingdom Merje Full time

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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