Pensions Administration Specialist
1 week ago
Merje, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.
Job DescriptionAs 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
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
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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