Wealth Management Support Professional
6 days ago
We 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 interactions.
- Analyzing data and using research tools to provide solutions that meet client needs and objectives.
- Preparing records to support research undertaken and consolidating client needs and objectives into written formats via suitability reports.
- Ensuring all tasks are carried out in a manner consistent with compliance procedures and maintaining up-to-date knowledge of relevant regulations.
- Strong analytical and problem-solving skills, with the ability to interpret complex data and present findings clearly.
- Excellent communication and interpersonal skills, with experience working closely with colleagues and clients.
- Able to work accurately and efficiently under pressure, managing multiple priorities and deadlines.
- Up-to-date knowledge of financial regulations and industry standards.
Estimated salary: £45,000 - £60,000 per annum, depending on experience.
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Wealth Management Professional
23 hours 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 Assistant
4 weeks ago
Warrington, Warrington, United Kingdom Merje Full timeMerje, a leading Wealth Management firm, is seeking a Wealth Management Assistant to join its team on a permanent basis. The successful candidate will be responsible for providing support to the wealth management team, including servicing existing business, platform-based work, and conducting regular contact with clients and wrap/platform providers.The ideal...
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Wealth Management Support Specialist
3 days ago
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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Senior Wealth Advisor
4 days ago
Warrington, Warrington, United Kingdom CV-Library Full timeWe are seeking a Senior Wealth Advisor to join our team at CV-Library. As a member of our advisory team, you will work closely with existing clients and build new relationships in the Cheshire area and beyond.With a focus on wealth management, investment management, and professional services, this role offers a wide range of opportunities for growth and...
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Wealth Management Advisor
22 hours ago
Warrington, Warrington, United Kingdom Merje Full timeJob Description: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...
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Platform Support Professional
4 weeks ago
Warrington, Warrington, United Kingdom Merje Full timeMerje is seeking a Platform Support Professional to join its team on a permanent basis. The successful candidate will be responsible for supporting the wealth management team with platform-based work, including servicing existing business and conducting regular contact with clients and wrap/platform providers.The ideal candidate will have strong analytical...
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Relief Support Professional
2 weeks ago
Warrington, Warrington, United Kingdom Creative Support Ltd Full timeAbout the Role: We are seeking a Relief Support Professional to join our team in Warrington, Cheshire. This is an excellent opportunity for a highly motivated and enthusiastic individual to provide person-centred support and care to individuals with learning disabilities, autism, mental health needs, and complex requirements.Key Responsibilities:Support...
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Support Professional
1 day ago
Warrington, Warrington, United Kingdom Creative Support Full timeJob OverviewCreative Support, a leading national not-for-profit organisation, is seeking highly motivated Relief Support Workers to join our team in Warrington, Cheshire.We are looking for dedicated individuals to provide person-centred support and care to people with learning disabilities. The successful candidate will have excellent communication skills...
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Support Professional
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Warrington, Warrington, United Kingdom Creative Support Full timeAt Creative Support, we are committed to providing exceptional support services to individuals with diverse care needs. As a Relief Support Worker in Warrington, Cheshire, you will be part of our dedicated team that enables people to lead fulfilling and happy lives.We are seeking highly motivated and enthusiastic individuals who can provide person-centred...
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Business Support Specialist
16 hours ago
Warrington, Warrington, United Kingdom Merje Full timeKey ResponsibilitiesIn this role as a Wealth Management Professional, you will provide administrative support to our Wealth Management team. Key responsibilities include:Servicing existing business, including platform-based work and regular contact with clientsAnalysing information and conducting basic research to produce high-quality reports and...
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Care Support Professional
4 days ago
Warrington, Warrington, United Kingdom Creative Support Ltd Full timeWe are seeking a highly motivated Care Support Professional to join our Warrington Supported Living Service in Cheshire.The ideal candidate will have a minimum of two years' experience in providing care and support to people with learning disabilities and other needs.You will provide high-quality, individualised, person-centred support for all service users,...
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Operations Support Professional
4 weeks ago
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Maintenance Management Professional
4 days ago
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Organised Support Professional in Cheshire
4 days ago
Warrington, Warrington, United Kingdom Creative Support Full timeWhy Choose Creative Support?Creative Support is a leading provider of care services, with a reputation for delivering high-quality care and support. We are committed to empowering individuals with learning disabilities and/or autism to live independently and make informed decisions about their lives.We believe that every individual deserves the chance to...
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Automotive Refinish Technician
4 weeks ago
Warrington, Warrington, United Kingdom RARE Hospitality Management, LLC. Full timeAbout UsWe are RARE Hospitality Management, LLC., a renowned hospitality company dedicated to delivering exceptional dining experiences.Job SummaryWe are seeking an experienced Automotive Refinish Technician to join our team. As a key member of our operations, you will be responsible for ensuring the highest quality food packaging and timely delivery to our...
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Wealth Management Paraplanner
3 days ago
Warrington, Warrington, United Kingdom Merje Full timeSalary and BenefitsThe successful candidate can expect a salary of approximately £45,000 per annum, with opportunities for career progression and professional development. The company also offers a range of benefits, including flexible working hours and a comprehensive pension scheme.
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Warrington, Warrington, United Kingdom Creative Support Full timeAbout the RoleCreative Support is seeking a skilled and dedicated Support Worker to join our team in Warrington. As a Support Worker, you will play a vital role in supporting individuals with learning disabilities and/or autism to live independently and participate fully in their community.You will work closely with the individuals we support, their...
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Support Professional
4 days ago
Warrington, Warrington, United Kingdom Macintyre Full timeAbout the Role">We are seeking a highly motivated and enthusiastic Support Professional to join our team in Warrington, supporting individuals with learning disabilities.Key Responsibilities:Provide person-centred support to enable individuals to live independentlyDevelop and implement individualised care plansAssist with daily living tasks, including...
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Care and Maintenance Professional
1 day ago
Warrington, Warrington, United Kingdom Churchill Estates Management Full timeCareer OpportunityChurchill Estates Management is seeking a compassionate Relief Lodge Manager to join our team and support the growth of our retirement developments in the region.You will work closely with permanent Lodge Managers to provide a first-class service to Owners, managing both the maintenance of the property and administration tasks.Key...
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Support Professional
3 months ago
Warrington, Warrington, United Kingdom beBee Professionals Full time £22,000 - £28,000Support Worker OpportunitybeBee Professionals in Warrington is seeking a dedicated Support Worker to join our team. This role involves providing support to individuals with disabilities in their daily activities and personal development.Key Responsibilities:Deliver daily living support and encourage independence in service users.Implement and monitor care...