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Paraplanner - Liverpool

Posted: 01/11/24
Recruiter:NMS Recruit Ltd
Reference:2843034467
Type:Permanent
Salary:£35,000 - £42,000 Annual
Location:City, Liverpool
Description: Paraplanner - Liverpool
What's in it for you:
  • 35,000 - 42,000pa
  • Ongoing professional development and training
  • Supportive and collaborative work environment
  • Opportunities for career progression
NMS Recruit is partnering with a highly respected Financial Services firm based in Liverpool to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.
People have previously described this business as career-defining. The support and growth opportunities here, we have never seen elsewhere. If you are looking to join a business that promotes internal progression and puts 110% into its staff, this is it.
Key Responsibilities:
  • Conduct in-depth analysis of client financial information to support personalized financial plans and investment strategies.
  • Prepare comprehensive financial reports and presentations for client meetings.
  • Work closely with financial advisors to develop and implement tailored investment strategies.
  • Monitor and review client portfolios to ensure alignment with their goals and risk tolerance.
  • Stay updated on industry trends and regulations to maintain compliance.
  • Assist with client onboarding and ongoing account maintenance, addressing inquiries promptly and accurately.
  • Continuously identify opportunities to streamline processes and enhance the client experience.
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field.
  • Minimum of 3 years of experience in financial planning or a similar role.
  • Strong knowledge of investment products, strategies, and financial analysis tools.
  • Strong analytical and problem-solving abilities.
  • Excellent written and verbal communication skills.
  • Meticulous attention to detail and accuracy.
  • Ability to work effectively both independently and as part of a team.
  • Industry-relevant certifications (e.g., CFP, CFA) preferred.
If you are a highly motivated and results-oriented finance professional with a passion for driving business growth, we encourage you to apply.
To apply, please send your CV and cover letter to dan com

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, NMS Recruit will be acting within your interest and will contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please get in touch with us here.

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