Wealth Management Paraplanner

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...

Role OverviewWe are seeking a skilled Paraplanner to join our team at Merje Careers. This permanent role offers a fantastic opportunity to develop your career in wealth management, working closely with our experienced advisers and clients.The successful candidate will be responsible for servicing existing business, platform-based work, illustrations, and...

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...

Job DescriptionWe are seeking a skilled Paraplanner to join our team at Merje Careers. As a key member of our Wealth Management firm, you will play a vital role in servicing existing business and supporting our advisers.Key Responsibilities:Receiving instructions from advisers following client meetings and interpreting data obtained during these...

Merje, a leading Wealth Management firm, is seeking a Wealth Management Assistant to join its team on a permanent basis. The successful candidate will be responsible for providing support to the wealth management team, including servicing existing business, platform-based work, and conducting regular contact with clients and wrap/platform providers.The ideal...

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

We are seeking a Senior Wealth Advisor to join our team at CV-Library. As a member of our advisory team, you will work closely with existing clients and build new relationships in the Cheshire area and beyond.With a focus on wealth management, investment management, and professional services, this role offers a wide range of opportunities for growth and...

Job Description:We are seeking a highly skilled Paraplanning Specialist to join our team at Merje, a leading Wealth Management firm. As a key member of our team, you will play a vital role in servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.The ideal candidate will have at least...

About Our FirmOur Macclesfield-based National Firm of Independent Financial Planners is seeking an experienced Administrator to join their Client Services Team as an IFA Advisor. The ideal candidate will have a strong understanding of Pensions & Investments products and excellent customer service skills.This role offers a unique opportunity to work in a...

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...

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...

About UsWe are RARE Hospitality Management, LLC., a renowned hospitality company dedicated to delivering exceptional dining experiences.Job SummaryWe are seeking an experienced Automotive Refinish Technician to join our team. As a key member of our operations, you will be responsible for ensuring the highest quality food packaging and timely delivery to our...

Company Overview:We are a highly regarded National Firm of Independent Financial Planners based in the UK. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.An exciting opportunity is available to join their Client Services Team, working from a prestigious...

Company OverviewRecruit Wealth is delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This business is private equity backed for further expansion and acquisition.The company provides a truly holistic service across financial planning, wealth management, investment management, and professional...

Key ResponsibilitiesIn this role as a Wealth Management Professional, you will provide administrative support to our Wealth Management team. Key responsibilities include:Servicing existing business, including platform-based work and regular contact with clientsAnalysing information and conducting basic research to produce high-quality reports and...

A seasoned Estimator is sought after by a prominent contractor based in south Warrington. As a vital member of the project team, you will be responsible for ensuring the successful delivery of fit out projects across the North West region. The ideal candidate will possess a wealth of experience in office and education sectors, with a deep understanding of...

Merje is seeking a Platform Support Professional to join its team on a permanent basis. The successful candidate will be responsible for supporting the wealth management team with platform-based work, including servicing existing business and conducting regular contact with clients and wrap/platform providers.The ideal candidate will have strong analytical...

OverviewDone Family Office is responsible for the wealth management of Fred Done and his family, who own the Betfred group and other UK and internationally based companies.ResponsibilitiesManage tenancies, including tenant liaison, maintenance, and documentation.Conduct property inspections and create reports on property condition.Oversee property and...

Job Summary: Merje, a leading Wealth Management firm, is seeking a highly skilled Financial Services Specialist to join its team on a permanent basis. The successful candidate will be responsible for servicing existing business, platform-based work, and conducting regular contact with clients and wrap/platform providers.Key Responsibilities:Supporting...

Job OverviewMerje, a leading Wealth Management firm, seeks a skilled Financial Services Specialist to join their team on a permanent basis. The successful candidate will be responsible for servicing existing business, platform-based work, and conducting basic research to produce comprehensive information.This role involves working closely with the advising...