Job Overview
Merje is seeking a skilled Paraplanner to support the Wealth Management team on a permanent basis.
The successful candidate will be responsible for servicing existing business, platform-based work, and illustrations, while maintaining regular contact with clients and wrap/platform providers.
Key Responsibilities:
* Service existing business and platform-based work
* Conduct basic research and analysis to support advisers
* Maintain regular contact with clients and wrap/platform providers
Requirements:
* Strong analytical and problem-solving skills
* Excellent communication and interpersonal skills
* Ability to work in a fast-paced environment
About Merje:
Merje is a leading Wealth Management firm dedicated to providing exceptional service to our clients.