Financial Services Specialist

5 days ago


Wellington, Telford and Wrekin, United Kingdom MERJE Full time
Job Title: Financial Services Specialist

About MERJE:
MERJE is a leading Wealth Management firm seeking an experienced Financial Services Specialist to join our team. The successful candidate will be responsible for interpreting data, analyzing solutions, and providing written recommendations to meet client needs and objectives.

Key Responsibilities:
  • Interpreting data obtained by advisers during client meetings
  • Analyzing data and using research tools to provide solutions
  • Consolidating client needs and objectives in a written format
  • Ensuring significant risk issues are referred to the Head of Compliance where appropriate

Requirements:
To be successful in this role, you will need a Level 4 Diploma in Financial Services and up-to-date knowledge of retail financial products and regulatory expectations. A Level 6 Advanced Diploma is desirable.

Compensation:
The estimated salary for this position is £40,000 - £60,000 per annum, depending on experience. We offer a competitive benefits package, including opportunities for career growth and development.

Become a part of MERJE:

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