Paraplanning Professional

Job Overview:We are a leading Wealth Management firm, seeking a skilled Paraplanning Specialist to join our team at Merje. As a key member of our team, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.The ideal candidate will have at least 2 years'...

About the CompanyOur client is a rapidly growing network of financial services professionals, seeking a skilled Paraplanner to join their team.Job DescriptionThe successful candidate will have experience in Paraplanning, a Level 4 qualification, and strong analytical abilities. Key duties will include:Preparing suitability reports for clientsDeveloping...

About the RoleOur client, a leading Wealth Management firm, is seeking an experienced Paraplanning Professional to join their team on a permanent basis. As a Paraplanner, you will play a crucial role in servicing existing business, platform-based work, and regular contact with clients and wrap/platform providers.Key Skills and Qualifications:At least 2...

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis.  As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers...

Job OverviewWe are seeking a skilled Paraplanner to support Financial Planners with administrative tasks, including preparing suitability reports and client review packs. The successful candidate will have experience in Paraplanning, a Level 4 qualification, and strong analytical abilities.About the RolePrepare suitability reports for clientsDevelop skills...

Wealth Management Professional OpportunityMERJE is seeking a highly skilled Pensions Paraplanner to join our team. As a key member of our Wealth Management division, you will be responsible for servicing existing business and platform-based work.This position requires strong analytical skills, as you will be responsible for interpreting data obtained by...

About the Role:We are looking for an experienced Paraplanning Specialist to join our team at Merje. As a Paraplanner, you will play a crucial role in supporting our advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports.You will be responsible for receiving instructions during debriefings from...

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...

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...

Job Overview: We are seeking a skilled Financial Advisor on a Self-Employed basis to join our team. As a Financial Advisor, you will be responsible for providing financial planning and advisory services to clients. This is an excellent opportunity for someone with a strong background in financial services to help individuals and families achieve their...

Graduate Trainee Financial Planning Administrator Location: Near Warrington Are you a recent graduate with a keen interest in financial services and a passion for delivering exceptional client support? We are recruiting on behalf of a boutique firm of Chartered Financial Planners based near Warrington. This highly regarded firm specialises in providing...

Graduate Trainee Financial Planning Administrator Location: Near Warrington Are you a recent graduate with a keen interest in financial services and a passion for delivering exceptional client support? We are recruiting on behalf of a boutique firm of Chartered Financial Planners based near Warrington. This highly regarded firm specialises in providing...