Financial Planning Assistant

1 week ago


Warrington, Warrington, United Kingdom Merje Careers Full time
Job Overview
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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