Wealth Management Professional

24 hours ago


Warrington, Warrington, United Kingdom Merje Careers Full time
Role Overview
We 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 regular contact directly with clients and wrap/platform providers.

Key Responsibilities:
  • Receiving instructions during debriefings 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.
  • Providing records to support research undertaken.
  • Consolidating client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client-specific illustrations, and key features documents.
  • Carrying out all tasks in a manner consistent with compliance procedures.
  • Preparing existing client files ready for reviews.
  • Ensuring all client files are compliant on an ongoing basis.


  • Warrington, Warrington, United Kingdom Merje Full time

    Merje, 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...


  • Warrington, Warrington, United Kingdom Merje Careers Full time

    Job DescriptionWe 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...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    We 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...


  • Warrington, Warrington, United Kingdom Merje Full time

    Job 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...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    About 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...


  • Warrington, Warrington, United Kingdom Merje Full time

    Merje 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...


  • Warrington, Warrington, United Kingdom GRAHAM ASSET MANAGEMENT LIMITED Full time

    Job Title: Maintenance Management ProfessionalGRAHAM ASSET MANAGEMENT LIMITED is seeking a highly skilled maintenance management professional to join our team. As the main interface between clients and our maintenance team, you will use in-house software to facilitate communication.Salary:$60,000 - $80,000 per annumJob Description:The successful candidate...


  • Warrington, Warrington, United Kingdom RARE Hospitality Management, LLC. Full time

    About 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...


  • Warrington, Warrington, United Kingdom Merje Full time

    Salary 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.


  • Warrington, Warrington, United Kingdom Taylor Rose Recruitment Ltd Full time

    Job DescriptionDue to continued growth, Taylor Rose Recruitment has been instructed on a unique Tax Advisor opportunity in Warrington.This role is perfect for an ATT/ CTA qualified individual with a keen interest in tax advisory work looking for the next step up in their career. The ideal candidate will enjoy client-facing work, building strong relationships...


  • Warrington, Warrington, United Kingdom Merje Full time

    Key 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...


  • Warrington, Warrington, United Kingdom GXO Logistics, Inc. Full time

    Benefits and Perks:As a Operations Support Administrator at GXO Logistics, Inc., you will enjoy a competitive annual salary and additional night shift allowance. You will also receive 25 days of annual leave plus bank holidays, a workplace pension, and a 24/7 online GP service. Additionally, you will have access to our MyBenefits platform, offering...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Company OverviewRecruit Wealth is delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. This business is private equity backed for further expansion and acquisition.The company provides a truly holistic service across financial planning, wealth management, investment management, and professional...


  • Warrington, Warrington, United Kingdom Churchill Estates Management Full time

    Career 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...


  • Warrington, Warrington, United Kingdom Merje Full time

    About the Role: Merje's client is looking for an experienced Paraplanner to join their team. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.Responsibilities:Providing high-quality support to the financial planning team.Assisting with the preparation of suitability reports and other...

  • Senior QS Professional

    23 hours ago


    Warrington, Warrington, United Kingdom GRAHAM ASSET MANAGEMENT LIMITED Full time

    We are seeking an experienced Commercial Cost Estimator to support our Quantity Surveyors at GRAHAM ASSET MANAGEMENT LIMITED, a leading provider of Total FM services in the UK.About the RoleReporting to: Senior QS ManagerLocation: Warrington, Manchester regionContract Type: Full Time, Permanent positionSalary: £52,000 - £62,000 per annum (dependent on...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Company Overview:We are a highly regarded National Firm of Independent Financial Planners based in the UK. Our Client holds an excellent reputation in the industry and provides Independent Wealth Management advice to both private clients and business owners.An exciting opportunity is available to join their Client Services Team, working from a prestigious...


  • Warrington, Warrington, United Kingdom GRAHAM ASSET MANAGEMENT LIMITED Full time

    Job Summary: GRAHAM ASSET MANAGEMENT LIMITED is seeking a skilled Contract Management Assistant to support our Quantity Surveyors. As a key member of our contract management team, you will contribute to the effective delivery of prestigious contracts.About the Role:Reporting to: Senior QSLocation: Warrington, ManchesterContract Type: Full Time,...


  • Warrington, Warrington, United Kingdom Page Personnel Full time

    Job Title: Financial Management ProfessionalLocation: (Not specified)About the Role:We are seeking a highly skilled and experienced Financial Management Professional to join our team as a Finance Director. The successful candidate will have a strong background in finance and be able to manage a small team while actively involved in strategic...


  • Warrington, Warrington, United Kingdom CV-Library Full time

    Job Title: Credit Management ProfessionalWe are seeking a highly skilled credit management professional to join our team in Warrington, Cheshire. As a Credit Management Professional, you will be responsible for managing debtors and implementing effective credit control procedures to reduce age debt.About the Role:You will work closely with customers to set...