Financial Services Professional

4 weeks ago


Padiham, Lancashire, United Kingdom Merje Full time
Job Overview

Merje is seeking a skilled Paraplanner to support the Wealth Management team on a permanent basis.

The successful candidate will be responsible for servicing existing business, platform-based work, and illustrations, while maintaining regular contact with clients and wrap/platform providers.

Key Responsibilities:

  • Service existing business and platform-based work
  • Conduct basic research and analysis to support advisers
  • Maintain regular contact with clients and wrap/platform providers

Requirements:

  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work in a fast-paced environment

About Merje:

Merje is a leading Wealth Management firm dedicated to providing exceptional service to our clients.



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