Pension Management Specialist

3 weeks ago


Manchester, United Kingdom MERJE Full time

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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