Wealth Management Support Professional

6 days ago


Warrington, Warrington, United Kingdom Merje Careers Full time
Job Description

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.
Requirements:
  • 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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