Financial Planning Specialist

4 days ago


Warrington, Warrington, United Kingdom Merje Full time

Merje is seeking a talented Financial Planning Specialist to join their Wealth Management team on a permanent basis. The ideal candidate will have a strong understanding of the financial planning process and be able to produce professional and technical reports to support the advice process.

As a Financial Planning Specialist, you will be responsible for servicing existing business, platform-based work, and supporting the advisers with analysing information and conducting basic research to produce articulate and appropriate suitability reports. This will involve receiving instructions during debriefings from advisers, interpreting data obtained by advisers, and analysing data using research tools to provide solutions to meet client needs and objectives.

  • 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.
  • Consolidation of 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 document.
  • Carrying out all tasks in a manner consistent with compliance procedures.

Key Skills & Experience:

  • At least 2 years' experience working in a financial planning role, for a financial planning organisation.
  • Clear understanding of the financial planning process.
  • The ability to produce professional and technical reports, to support the advice process.
  • Able to work within defined business processes.
  • Ability to achieve agreed outcomes without supervision.


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