Financial Planning Specialist

1 day ago


Chesterfield, Derbyshire, United Kingdom Mercer Global Advisors Inc. Full time
Job Title: Financial Planning Administrator, Client Services

At Mercer Global Advisors Inc., we're seeking a highly skilled Financial Planning Administrator to join our Client Services team. As a key member of our team, you'll play a vital role in supporting our Wealth Advisors in delivering exceptional client service and driving business growth.

Key Responsibilities:
  • Support the development and implementation of financial planning strategies for clients
  • Collaborate with Wealth Advisors to analyze client needs and develop tailored solutions
  • Prepare and present financial planning reports and recommendations to clients
  • Stay up-to-date with industry trends and regulatory changes to ensure compliance and best practices
Requirements:
  • Bachelor's degree in a related field (e.g., finance, accounting, business)
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
What We Offer:
  • A competitive salary and benefits package
  • Opportunities for professional growth and development
  • A dynamic and supportive work environment

We're an equal opportunities employer and welcome applications from diverse candidates. If you're a motivated and detail-oriented individual with a passion for financial planning, we'd love to hear from you.



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