Paraplanner Specialist

4 weeks ago

Wellington, Telford and Wrekin, United Kingdom Merje Full time
Paraplanner Role at Merje

Merje, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.

Key Responsibilities:
  • Receiving instructions from advisers following client meetings and interpreting data obtained during these meetings.
  • Analyzing data and utilizing research tools to provide solutions that meet client needs and objectives.
  • Collaborating with advisers to ensure seamless client service and support.
  • Providing high-quality support to the Wealth Management team in achieving their goals.
Requirements:
  • Strong analytical and problem-solving skills.
  • Ability to work effectively in a team environment.
  • Excellent communication and interpersonal skills.
  • Proficiency in research tools and software.

Merje offers a dynamic and supportive work environment, with opportunities for professional growth and development.

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