Paraplanning Specialist
2 weeks ago
MERJE is looking for a highly motivated Pension Scheme Coordinator to join our team. The successful candidate will be responsible for carrying out research and analysing products and services appropriate to each client's financial circumstances.
The role involves proposing and drafting financial solutions that meet each client's goals, needs, and objectives, as well as providing a high level of technical knowledge of investments and pensions advice.
The ideal candidate will have a Level 4 Diploma qualified in financial planning and a high level of investment and pension knowledge.
Salary: £40,000 - £55,000 per annum depending on experience
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Senior Paraplanning Specialist
3 weeks ago
Warrington, Warrington, United Kingdom Ferguson Dean Full timeAbout the OpportunityFerguson Dean, a leading regional Chartered Financial Planning practice, seeks a Senior Paraplanning Specialist to join their dynamic team in Warrington or a home-based setting. This role offers a chance to work with a highly successful and instantly recognisable practice, supporting quality technical staff to provide high-level client...
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Senior Pension Administrator
2 weeks ago
Warrington, Warrington, United Kingdom MERJE Full timeWe are seeking a highly skilled Paraplanning Specialist to join our team at MERJE. The successful candidate will be responsible for servicing business, platform-based work, and client contact.The role involves interpreting data from client meetings, analysing data to provide solutions for client needs and objectives, and consolidating client needs and...
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Financial Planning Specialist
2 days ago
Warrington, Warrington, United Kingdom CV-Library Full timeWe are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. The estimated salary for this position is £25,000 - £35,000 per annum, depending on experience.Job Overview:The ideal candidate will have excellent communication and analytical skills, with the ability to work independently as well as part of a team.Main...
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Financial Planning Professional
20 hours ago
Warrington, Warrington, United Kingdom Merje Full timeAbout 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...