Financial Services Specialist

5 days ago


London, Greater London, United Kingdom MERJE Ltd Full time
Job Title: Financial Services Specialist

This is an exciting opportunity to join MERJE Ltd as a Financial Services Specialist. As a key member of our team, you will play a vital role in helping us deliver exceptional service to our clients.

Job Summary:
We are seeking an experienced and skilled Financial Services Specialist to join our team. The successful candidate will be responsible for providing high-quality financial services to our clients, including interpreting data, analysing information and providing solutions to meet their needs.

About the Role:
In this role, you will work closely with our clients to understand their financial goals and objectives. You will then use your knowledge and expertise to provide tailored solutions to help them achieve their goals. This may involve consolidation of client goals and recommendations into written formats such as suitability letters and client-specific illustrations.

Key Responsibilities:
* Interpret data and analyse information to provide solutions to meet client needs
* Consolidate client goals and recommendations into written formats
* Work closely with clients to understand their financial goals and objectives
* Provide high-quality financial services to clients

Requirements:
* Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
* Practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations

Salary: £45,000 - £55,000 per annum

About Us:
At MERJE Ltd, we pride ourselves on delivering exceptional service to our clients. We are committed to building long-term relationships with our clients and providing them with tailored solutions to meet their financial needs.

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