Work with us

Build your career in financial services support.

Merchantry works with professionals whose skills and experience can support the operational needs of financial services businesses. From executive assistance and paraplanning to case checking, compliance and marketing support, we are interested in connecting with people who bring professionalism, attention to detail and a commitment to quality.

Two professional colleagues collaborating at a bright desk with a laptop and documents in a warm, modern office
Two professional colleagues collaborating on a laptop and documents at a bright desk in a warm, modern financial services office

Our approach

Professional expertise. Human connections.

Merchantry’s approach is built around understanding the needs of financial services businesses and the professionals who support them.

We value clear communication, professional standards and a thoughtful approach to matching relevant skills with business requirements.

Our work is informed by practical experience within authorised financial services businesses, and by the belief that international staffing can be commercially effective, professionally governed and fundamentally ethical.

Areas of expertise

Explore the professional skills we work with.

Executive Assistants

Professionals who support business leaders with organisation, coordination, communication and administrative responsibilities.

Paraplanners

Professionals with relevant financial planning support experience, including research, documentation and preparation of planning materials within the appropriate scope.

Case Checkers

Professionals experienced in reviewing relevant financial services case documentation and identifying matters requiring attention against agreed criteria.

Compliance Professionals

Professionals with relevant experience supporting compliance-related processes, documentation, monitoring and operational governance.

Financial Services Marketing Professionals

Professionals supporting communications, content, campaigns and marketing operations for financial services businesses.

The availability of any opportunity depends on the role, the jurisdiction and the requirements of each engagement. Registering interest does not constitute an offer of work or employment.

Our Internal Approach

A considered approach to professional readiness.

The Merchantry Academy supports our internal approach to assessing and developing relevant professional skills. Depending on the role and requirements, this may involve screening, training and assessment activities designed to support readiness for specific operational responsibilities.

Rigorous Screening

We assess professional background, experience and suitability before any engagement begins.

Structured Onboarding

Selected professionals complete a structured onboarding process designed by Merchantry.

Internal Assessment

Professionals complete internal Merchantry Academy assessment units and must pass the required assessments before deployment.

The Merchantry Academy is an internal screening, training and assessment process. It is not described as externally accredited, independently certified or endorsed by any regulator, and completion does not guarantee employment or deployment.

An experienced professional mentoring a colleague as they review documents and a laptop together in a bright, contemporary office

What Guides Us

The values behind our approach.

Established

We value experience, professional standards and a considered approach to our work.

Human

We recognise the importance of people, communication and respectful professional relationships.

Responsible

We believe in clear expectations, appropriate accountability and thoughtful decision-making.

International

We recognise the opportunities and responsibilities involved in supporting businesses across different jurisdictions.

“People of calibre. Partners in progress.”

The Process

A clear approach to getting connected.

01

Register Your Interest

Share your professional background and the type of work you are interested in.

02

Initial Review

Relevant information may be reviewed against the requirements of available or anticipated opportunities.

03

Further Discussion

Where appropriate, Merchantry may contact you to discuss experience, suitability and possible next steps.

04

Opportunity-Specific Assessment

Any further screening, assessment or engagement arrangements will depend on the particular opportunity.

This process is subject to confirmation. Merchantry does not promise that every submission receives an interview or individual response, nor that expressing interest leads to placement or employment.

Connect with Merchantry

Interested in working with us?

If your experience aligns with the professional areas we work with, you can share your interest and relevant background for consideration.

Where relevant opportunities arise, we may be in touch to discuss potential engagement. Registering interest does not constitute an offer of work or employment, and does not create any obligation on either party.

Discreet

We handle every expression of interest with discretion and care.

Considered

We respond personally and thoughtfully to suitable professionals.

Our expression-of-interest form is being finalised. The submission workflow, privacy notice and data-handling arrangements must be confirmed before this form accepts information. Please check back or contact Merchantry through the appropriate enquiry channel in the meantime.

Frequently asked questions

Frequently asked questions about working with Merchantry.

Calm Isle of Man coastal lighthouse landscape overlooking the ocean at dusk

Your Next Step

Explore a professional future with Merchantry.

Learn more about the professional areas we work with and how to express your interest in suitable opportunities.