Financial Planning Specialist

3 weeks ago


Padiham, Lancashire, United Kingdom MERJE Full time
Job Title: Financial Planning Specialist

At MERJE, we are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. As a key member of our team, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.

This role is ideal for an individual who enjoys working in a fast-paced environment and has strong analytical skills. You will be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.

The successful candidate will have:
  • A keen eye for detail and analytical skills
  • Excellent communication and interpersonal skills
  • Able to work effectively in a team environment

Responsibilities:

We are looking for someone who can:
  • Receiving instructions during debriefings from advisers following client meetings
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs and objectives
  • Providing records to support research undertaken
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document
  • Carrying out all tasks in a manner consistent with compliance procedures
  • Preparation of existing client files ready for reviews
  • Ensuring all client files are compliant on an ongoing basis

Salary: $60,000 - $80,000 per annum

  • Padiham, Lancashire, United Kingdom MERJE Full time

    Job OverviewWe are seeking a skilled Financial Planning Specialist to join our team at MERJE. As a key member of our financial planning organization, you will be responsible for servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers.This role requires strong analytical skills,...


  • Padiham, Lancashire, United Kingdom MERJE Full time

    Job SummaryWe are seeking a Financial Planning Associate to join our team at MERJE. As a key member of our financial planning team, you will be responsible for delivering high-quality financial planning services to our clients.The successful candidate will have a strong understanding of the financial planning process and the ability to work independently....


  • Padiham, Lancashire, United Kingdom Kerry Full time

    We are seeking a Production Planning Specialist to join our small Padiham team. In this role, you will be responsible for overseeing day-to-day finance operations, supply chain management, and production planning.Job DescriptionMonth-end closing activitiesYear-end closing reportingHighlighting financial risksMonitoring site KPIsThe successful candidate will...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    Job DescriptionWe are looking for a highly skilled Production Planning Specialist to join our team. As a key member of our finance department, you will be responsible for managing production planning, overseeing supply chain operations, and ensuring the efficient use of resources.Responsibilities:Month-end closing activities, including account...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About KerryKerry is a leading manufacturer in the industry, and as a Plant Controller, you will be at the forefront of driving business growth and improving operational efficiency. The successful candidate will have experience in finance and supply chain management, with a strong focus on data analysis and problem-solving.Job OverviewThe Plant Controller...


  • Padiham, Lancashire, United Kingdom MERJE Full time

    About the RoleAs a Pensions Paraplanner Specialist at MERJE, you will be responsible for delivering high-quality financial planning services to our clients. This includes servicing existing business, platform-based work, illustrations and regular contact directly with clients and wrap/platform providers.The successful candidate will have a strong...


  • Padiham, Lancashire, United Kingdom MERJE Full time

    Job DescriptionWe are seeking a highly skilled Senior Financial Planner to join our team at MERJE. As a key member of our financial planning team, you will be responsible for servicing existing business, platform-based work, illustrations and regular contact directly with clients and wrap/platform providers.The successful candidate will have at least 3...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About Kerry:Kerry is a global leader in the food and ingredients industry, driven by a passion to make delicious food possible. Our team is dedicated to delivering high-quality products and services that meet the evolving needs of our customers.Job Summary:The Plant Controller will play a critical role in overseeing the day-to-day operations of the Finance...


  • Padiham, Lancashire, United Kingdom MERJE Full time

    About Our Ideal CandidateWe are seeking a highly skilled and experienced Paraplanning Specialist to join our team at MERJE. The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality results.Key Responsibilities:Service existing business and platform-based work.Provide expert analysis and...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About Kerry:Kerry is a leading player in the food and ingredients industry, committed to delivering high-quality products and services that meet the evolving needs of our customers. Our team is passionate about making delicious food possible, and we're looking for a skilled professional to join us.Job Overview:The Plant Controller will be responsible for...


  • Padiham, Lancashire, United Kingdom CV Library Full time

    About the Role:We are seeking a skilled Electrical Maintenance Specialist to join our team at CV Library's Burnley site. As a leading company in the industry, we require someone with experience dealing with breakdowns and preventative maintenance.The Successful Candidate:Should have apprentice training, electrical experience in a manufacturing environment,...


  • Padiham, Lancashire, United Kingdom MERJE Full time

    Requirements and QualificationsA minimum of 3 years' experience working in a Paraplanning role for a financial planning organization.A clear understanding of the financial planning process and its complexities.The ability to achieve agreed outcomes without supervision, demonstrating high levels of autonomy and self-motivation.A good level of technical...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About KerryKerry is a leading manufacturer in the industry, and as a Plant Controller, you will be responsible for driving business growth and improving operational efficiency. The successful candidate will have experience in finance and supply chain management, with a strong focus on data analysis and problem-solving.Job DescriptionThe Plant Controller will...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    As a key member of Kerry's team in Padiham, you will play a vital role in overseeing the day-to-day finance operations, supply chain management, and production planning.Job SummaryThis senior-level position requires an experienced professional with expertise in manufacturing operations to lead our finance team. You will be responsible for month-end...


  • Padiham, Lancashire, United Kingdom Stirling Warrington Full time

    **Job Title:** Maintenance and Repair SpecialistWe are seeking an experienced Maintenance and Repair Specialist to join our team at Stirling Warrington in Burnley. With over 50 years of experience in the industry, we require someone who can work independently and is confident in their electrical abilities.Key Responsibilities:Maintain and repair complex...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About KerryKerry is a leading manufacturer in the industry. As a Plant Controller, you will play a critical role in overseeing all day-to-day operations in the finance department, including supply chain management and production planning.Salary and BenefitsWe offer a competitive salary of $80,000 - $110,000 per year, depending on experience, plus a...


  • Padiham, Lancashire, United Kingdom Exemplar Health Care Full time

    Job OverviewWe are seeking an experienced Senior Health Care Assistant to join our care team at Wytham Lodge.The successful candidate will be responsible for providing high-quality care and support to residents, working closely with the care team to ensure their needs are met.About the RoleThis senior role requires a compassionate individual who can work...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    Requisition ID: 54730 This is a full-time permanent position. The workplace arrangement is #LI-Onsite.Kerry is the world's leading taste and nutrition company for the food, beverage, and pharmaceutical industries.We partner with customers to create healthier, tastier products.A competitive salary of $65,000 - $85,000 per year will be offered based on...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About Kerry:Kerry is a global leader in the food and ingredients industry, driven by a passion to make delicious food possible. Our team is dedicated to delivering high-quality products and services that meet the evolving needs of our customers.Job Description:The Plant Controller will play a critical role in overseeing the day-to-day operations of the...


  • Padiham, Lancashire, United Kingdom Kerry Full time

    About the OpportunityWe are seeking an experienced Supply Chain Controller to join our team. As a key member of our finance department, you will be responsible for managing production planning, overseeing supply chain operations, and ensuring the efficient use of resources.Key Responsibilities:Month-end closing activities, including account reconciliation,...