Paraplanner - Liverpool

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

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