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:<...