Wealth Management Professional
24 hours ago
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.
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Wealth Management Assistant
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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 Professional
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Warrington, Warrington, United Kingdom Merje Careers Full timeJob 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...
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Senior Wealth Advisor
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Wealth Management Advisor
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Wealth Management Support Specialist
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Platform Support Professional
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Business Support Specialist
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Asset Management Specialist
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Wealth Management Paraplanner
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Senior QS Professional
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