Financial Planning Expert
3 weeks ago
Job Overview
The ideal candidate will possess a strong understanding of the financial planning process and be able to produce professional and technical reports to support the advice process. As a Paraplanner, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.
This role requires excellent analytical and research skills, with the ability to interpret data obtained by advisers during client meetings and provide solutions to meet client needs and objectives. In addition, you will need to have a high level of technical knowledge of investments and Pensions advice.
Salary: £45,000 - £55,000 per annum (dependent on experience)
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Financial Planning Associate
3 weeks ago
Padiham, Lancashire, United Kingdom MERJE Full timeJob SummaryWe are seeking a Financial Planning Associate to join our team at MERJE. As a key member of our financial planning team, you will be responsible for delivering high-quality financial planning services to our clients.The successful candidate will have a strong understanding of the financial planning process and the ability to work independently....
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Financial Planning Specialist
3 weeks ago
Padiham, Lancashire, United Kingdom MERJE Full timeJob OverviewWe are seeking a skilled Financial Planning Specialist to join our team at MERJE. As a key member of our financial planning organization, you will be responsible for servicing existing business, platform-based work, illustrations, and regular contact directly with clients and wrap/platform providers.This role requires strong analytical skills,...
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Financial Planning Specialist
3 weeks ago
Padiham, Lancashire, United Kingdom MERJE Full timeJob Title: Financial Planning SpecialistAt MERJE, we are seeking a skilled Financial Planning Specialist to join our team on a permanent basis. As a key member of our team, you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers.This role is ideal for an...
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Pensions Administration Expert
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Padiham, Lancashire, United Kingdom MERJE Full timeAbout Our Ideal CandidateWe are seeking a highly skilled and experienced Paraplanning Specialist to join our team at MERJE. The ideal candidate will have a strong background in financial planning and a proven track record of delivering high-quality results.Key Responsibilities:Service existing business and platform-based work.Provide expert analysis and...
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Senior Financial Planner
3 weeks ago
Padiham, Lancashire, United Kingdom MERJE Full timeJob DescriptionWe are seeking a highly skilled Senior Financial Planner to join our team at MERJE. As a key member of our financial planning team, you will be responsible for servicing existing business, platform-based work, illustrations and regular contact directly with clients and wrap/platform providers.The successful candidate will have at least 3...
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Production Planning Specialist
4 weeks ago
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Production Planning Specialist
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Global Financial Performance Manager
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Production Planning Specialist
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Paraplanning Professional
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Padiham, Lancashire, United Kingdom MERJE Full timeRequirements and QualificationsA minimum of 3 years' experience working in a Paraplanning role for a financial planning organization.A clear understanding of the financial planning process and its complexities.The ability to achieve agreed outcomes without supervision, demonstrating high levels of autonomy and self-motivation.A good level of technical...
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Pensions Paraplanner Specialist
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Paraplanner
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Padiham, United Kingdom CV-Library Full timeOur client, a leading Financial Planning firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers...
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Paraplanner
1 month ago
Padiham, United Kingdom MERJE Full timeOur client, a leading Financial Planning firm are looking for a Paraplanner to join the team on a permanent basis. As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing...
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Paraplanning Professional
3 weeks ago
Padiham, United Kingdom MERJE Full timeAbout the RoleWe are seeking an experienced Paraplanner to join our team at MERJE. As a key member of our Financial Planning team, you will be responsible for providing administrative support to our Advisers, including receiving instructions during debriefings from advisers following client meetings, interpreting data obtained by advisers during client...
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Senior Client Advisor
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Padiham, United Kingdom MERJE Full timeJob DescriptionIn this role, you will be responsible for providing administrative support to our Advisers, including receiving instructions during debriefings from advisers following client meetings, interpreting data obtained by advisers during client meetings, and analysing data and using research tools to provide solutions to meet client needs and...
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Finance and Supply Chain Coordinator
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Padiham, Lancashire, United Kingdom Kerry Full timeAbout KerryKerry is a leading manufacturer in the industry, and as a Plant Controller, you will be responsible for driving business growth and improving operational efficiency. The successful candidate will have experience in finance and supply chain management, with a strong focus on data analysis and problem-solving.Job DescriptionThe Plant Controller will...