MERJE are working with this well known wealth management business as they look to hire a Business Monitoring specialist in their London Private Client team.
The team you will be a part of provides regulated financial and investment advice to all existing clients in the UK and across Europe. As a Business Monitoring specialist, you will review and assess suitability reports related to money purchase pensions, ISAs, General Investment Accounts, investment bonds (onshore and offshore) and trusts to ensure that all financial and investment advice recommendations are in their clients' best interests and meet internal standards.