Senior Financial Support Specialist

3 weeks ago


Wellington, Somerset, United Kingdom Merje Full time

Role Summary

Merje is seeking an experienced Paraplanning Professional to support the Wealth Management team. The successful candidate will be responsible for receiving instructions from advisers, interpreting data, and providing solutions to meet client needs.

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.

Requirements

The ideal candidate will have excellent analytical and communication skills, with the ability to work effectively in a team environment.



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