Wealth Management Advisor
1 week ago
We are seeking a highly skilled Paraplanning Specialist to join our team at Merje, a leading Wealth Management firm. As a key member of our team, you will play a vital role in servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
The ideal candidate will have at least 2 years' experience working in a Paraplanning role, for a financial planning organisation. You will be responsible for producing professional and technical reports, to support the advice process. Key responsibilities include 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.
In addition, you will be expected to consolidate 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. The successful candidate will have excellent analytical skills, strong communication skills, and the ability to work independently with minimal supervision.
Salary: £45,000 - £60,000 per annum
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Senior Wealth Advisor
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Wealth Management Support Specialist
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Warrington, Warrington, United Kingdom CV-Library Full timeAbout Our FirmOur Macclesfield-based National Firm of Independent Financial Planners is seeking an experienced Administrator to join their Client Services Team as an IFA Advisor. The ideal candidate will have a strong understanding of Pensions & Investments products and excellent customer service skills.This role offers a unique opportunity to work in a...
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Wealth Management Professional
1 week ago
Warrington, Warrington, United Kingdom MERJE Full timeWealth Management Professional OpportunityMERJE is seeking a highly skilled Pensions Paraplanner to join our team. As a key member of our Wealth Management division, you will be responsible for servicing existing business and platform-based work.This position requires strong analytical skills, as you will be responsible for interpreting data obtained by...
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Wealth Management Professional
6 days ago
Warrington, Warrington, United Kingdom Merje Full timeAbout the RoleThis Business Support Specialist position involves providing administrative support to our Wealth Management team. The successful candidate will be responsible for servicing existing business, including platform-based work, illustrations, and regular communication with clients and wrap/platform providers.As a key member of our team, you will...
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Wealth Management Support Specialist
1 week ago
Warrington, Warrington, United Kingdom Merje Full timeJob DescriptionWe are looking for a skilled Financial Planning Paraplanner to join our team at Merje, a leading Wealth Management firm. As a Paraplanner, you will be responsible for servicing existing business and platform-based work, as well as illustrating key data and engaging in regular contact with clients and wrap/platform providers.Requirements and...
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Wealth Management Professional
1 week ago
Warrington, Warrington, United Kingdom Merje Careers Full timeRole OverviewWe are seeking a skilled Paraplanner to join our team at Merje Careers. This permanent role offers a fantastic opportunity to develop your career in wealth management, working closely with our experienced advisers and clients.The successful candidate will be responsible for servicing existing business, platform-based work, illustrations, and...
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Wealth Management Support Professional
2 weeks ago
Warrington, Warrington, United Kingdom Merje Careers Full timeJob DescriptionWe are seeking a skilled Paraplanner to join our team at Merje Careers. As a key member of our Wealth Management firm, you will play a vital role in servicing existing business and supporting our advisers.Key Responsibilities:Receiving instructions from advisers following client meetings and interpreting data obtained during these...
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Loss Management Advisor
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Risk Management Advisor
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Business Banking Advisor
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Professional Health Advisor
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Senior Tax Advisor
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Customer Experience Advisor
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Used Vehicle Component Advisor
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Generalist HR Advisor
1 week ago
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Automotive Spares Advisor
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Automotive Components Advisor
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