Client Services Coordinator

1 week ago


Warrington, Warrington, United Kingdom Merje Careers Full time
Job Description
We are seeking a skilled Paraplanner to join our team at Merje Careers. In this role, you will be responsible for providing administrative support to our advisers and ensuring that client needs and objectives are met.

Main Responsibilities:
  • Service existing business and platform-based work.
  • Support advisers with analysing information and conducting research.
  • Produce articulate suitability reports.
  • Ensure all tasks are carried out in a manner consistent with compliance procedures.

Benefits:
  • A competitive salary of £35,000 - £40,000 per annum.
  • The opportunity to work with a leading Wealth Management firm.
  • A supportive and collaborative team environment.


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