Pension Management Specialist
3 weeks ago
About the Role
We are seeking an experienced Paraplanner to join our team at MERJE, a leading Wealth Management firm.
The successful candidate will be responsible for reviewing client investment portfolios, asset allocations, risk profiles etc. and preparing suitability reports, completing applications/proposal forms and making changes to a client's investment portfolio when instructed.
Key Responsibilities:
- Reviewing client investment portfolios, asset allocations, risk profiles etc.
- Preparing suitability reports, completing applications/proposal forms and making changes to a client's investment portfolio.
- Supporting Financial Planners/Directors with ad hoc queries and tasks, including MI and research requests.
- Ensuring compliance with the firm's processes and procedures at all times in all areas.
- Complying with regulatory requirements.
- Maintaining excellent technical knowledge of pensions, investments and protection.
- Staying up-to-date with relevant regulatory, product, legislative and technical requirements.
Requirements
To be successful in this role, you will need:
- Excellent technical knowledge of pensions, investments and protection.
- Comprehensive knowledge of the financial services market.
- Experience of producing high-quality, articulate and technical suitability reports and supporting research with strong compliance results.
Benefits
We offer a competitive salary of £50,000 - £60,000 per annum, depending on experience, as well as a range of benefits including professional development opportunities, flexible working arrangements and a collaborative work environment.
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