Paraplanning Specialist

About the OpportunityFerguson Dean, a leading regional Chartered Financial Planning practice, seeks a Senior Paraplanning Specialist to join their dynamic team in Warrington or a home-based setting. This role offers a chance to work with a highly successful and instantly recognisable practice, supporting quality technical staff to provide high-level client...

We are seeking a highly skilled Paraplanning Specialist to join our team at MERJE. The successful candidate will be responsible for servicing business, platform-based work, and client contact.The role involves interpreting data from client meetings, analysing data to provide solutions for client needs and objectives, and consolidating client needs and...

MERJE is looking for a highly motivated Pension Scheme Coordinator to join our team. The successful candidate will be responsible for carrying out research and analysing products and services appropriate to each client's financial circumstances.The role involves proposing and drafting financial solutions that meet each client's goals, needs, and objectives,...

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...

We are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. The estimated salary for this position is £25,000 - £35,000 per annum, depending on experience.Job Overview:The ideal candidate will have excellent communication and analytical skills, with the ability to work independently as well as part of a team.Main...

About the Role:We are looking for an experienced Paraplanning Specialist to join our team at Merje. As a Paraplanner, you will play a crucial role in supporting our advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.You will be responsible for receiving instructions during debriefings from...

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...

Job OverviewThis is an exciting opportunity for a highly motivated and experienced Financial Planning Specialist to join our client's team. The successful candidate will be responsible for servicing existing business, platform-based work, and regular contact with clients and wrap/platform providers.Benefits:A competitive salary package.Ongoing training and...