Financial Planning Assistant
1 week ago
We are seeking a highly skilled Paraplanner to join our team at Merje Careers. As a Paraplanner, you will play a critical role in servicing existing business and supporting our advisers with analysing information and conducting research to produce articulate suitability reports.
Key Responsibilities:
- Receiving instructions 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 recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
- Ensuring all tasks are carried out in a manner consistent with compliance procedures.
What We Offer:
- A competitive salary of £35,000 - £40,000 per annum.
- The opportunity to work with a leading Wealth Management firm.
- A supportive and collaborative team environment.
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