Senior Financial Support Specialist

3 weeks ago


Wellington, Telford and Wrekin, United Kingdom Merje Full time
Job Overview

Merje is seeking a skilled Paraplanning Professional to support the Wealth Management team in delivering exceptional client experiences.

Key Responsibilities
  • Collaborate with advisers to receive instructions and interpret data from client meetings.
  • Analyze data and utilize research tools to provide tailored solutions that meet client needs and objectives.
  • Develop and maintain strong relationships with clients to ensure their financial goals are met.
  • Stay up-to-date with industry developments and best practices to provide expert support to the team.

As a key member of the Merje team, you will have the opportunity to work with a talented group of professionals who are passionate about delivering exceptional client experiences.



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