Paraplanner and Financial Leader

2 weeks ago


Liverpool, Liverpool, United Kingdom NMS Recruit Careers Full time
Join Our Team as a Financial Services Specialist
We are seeking an experienced Paraplanner and Financial Leader to join our team in Liverpool. As a key member of our financial services team, you will be responsible for providing high-quality support to our financial advisors, conducting financial analyses, developing and implementing tailored investment strategies, and maintaining up-to-date knowledge on industry trends and regulations.

Key Responsibilities

  • Conduct thorough financial analyses to identify opportunities for clients.
  • Collaborate with financial advisors to develop and implement tailored investment strategies.
  • Maintain up-to-date knowledge on industry trends and regulations to ensure compliance.
  • Prepare high-quality financial reports and presentations for client meetings.


What We Offer

  • A competitive salary range of £38,000 - £45,000 per annum.
  • Ongoing professional development and training opportunities.
  • A supportive and collaborative work environment.
  • Opportunities for career progression within the company.


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