Financial Services Specialist

2 days ago


Warrington, Warrington, United Kingdom Merje Full time
Job Summary: Merje, a leading Wealth Management firm, is seeking a highly skilled Financial Services Specialist to join its team on a permanent basis. The successful candidate will be responsible for servicing existing business, platform-based work, and conducting regular contact with clients and wrap/platform providers.

Key Responsibilities:
  • Supporting advisers with information analysis and basic research to produce reports.
  • Providing analytical and research skills to enhance the client experience.
  • Maintaining strong communication and interpersonal skills to build relationships with clients and colleagues.

Salary: £35,000 - £45,000 per annum, depending on experience.

About Merje: As a leading Wealth Management firm, Merje provides high-quality services to individuals and businesses. Our team is committed to delivering exceptional results and building long-term relationships with our clients.

Required Skills and Qualifications:
  • Strong analytical and research skills to analyze complex data and provide insightful reports.
  • Excellent communication and interpersonal skills to build strong relationships with clients and colleagues.
  • Ability to work in a team environment and contribute to the success of the company.

Benefits: Merje offers a range of benefits, including a competitive salary, generous holiday allowance, and opportunities for career development.

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