Senior Pension Administrator

2 weeks ago


Warrington, Warrington, United Kingdom MERJE Full time

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 objectives in written format via suitability reports and key features documents.

The ideal candidate will have at least 2 years' experience in a Paraplanning role for a financial planning organisation, a clear understanding of the financial planning process, and the ability to achieve agreed outcomes without supervision.

Salary: £35,000 - £45,000 per annum depending on experience



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