Pensions Administration Specialist

1 week ago


Burnley, Lancashire, United Kingdom Merje Full time
About Merje

Merje, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.

Job Description

As a Paraplanner, you will be responsible for servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers. Key responsibilities include:

  • Providing exceptional customer service and support to clients and wrap/platform providers
  • Preparing and presenting high-quality reports and documents to stakeholders
  • Collaborating with the team to achieve business objectives and goals
Requirements

To succeed in this role, you will need:

  • A strong background in paraplanning or a related field
  • Excellent communication and interpersonal skills
  • Ability to work effectively in a team environment
  • Strong analytical and problem-solving skills
Benefits

Merje offers a competitive salary package, including:

  • An estimated annual salary of £40,000 - £60,000, depending on experience
  • Ongoing training and development opportunities
  • A supportive and collaborative team environment


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