Strategic Financial Leader

1 week ago


Liverpool, Liverpool, United Kingdom NMS Recruit Full time £35,000 - £42,000

Company Overview


NMS Recruit is partnering with a highly respected Financial Services firm in Liverpool to secure a Paraplanner. This is a full-time opportunity for a strategic financial leader.



About the Business


People have previously described this business as career-defining. It promotes internal progression, supports staff growth, and prioritizes employee development.



Salary and Benefits


The salary range for this role is approximately £35,000 to £42,000 per annum. The company also offers ongoing professional development and training, a supportive work environment, and opportunities for career advancement.



Job Description


This role involves conducting in-depth analysis of client financial information to support personalized financial plans and investment strategies. You will prepare comprehensive financial reports and presentations for client meetings, work closely with financial advisors to develop tailored investment strategies, and monitor client portfolios to ensure alignment with their goals and risk tolerance.



Key Responsibilities



  • Conduct in-depth analysis of client financial information
  • Prepare comprehensive financial reports and presentations
  • Work closely with financial advisors to develop investment strategies
  • Monitor and review client portfolios
  • Stay updated on industry trends and regulations
  • Assist with client onboarding and account maintenance


Required Skills and Qualifications


To be successful in this role, you should have a Bachelor's degree in Finance, Economics, or a related field, and a minimum of 3 years of experience in financial planning or a similar role. You should possess strong knowledge of investment products, strategies, and financial analysis tools, as well as excellent written and verbal communication skills.



Benefits


In addition to the salary and benefits mentioned earlier, this role offers a supportive and collaborative work environment, opportunities for career progression, and ongoing professional development and training.



How to Apply


If you are a highly motivated and results-oriented finance professional with a passion for driving business growth, we encourage you to apply for this exciting opportunity.




  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    Unlock Your Potential as a Strategic Financial LeaderNMS Recruit is partnering with a highly respected Financial Services firm based in Manchester to secure a Strategic Financial Leader. This is a full-time opportunity for a forward-thinking financial professional.People have previously described this business as career-defining, boasting a supportive and...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Ltd Full time £50,000 - £65,000

    Job Title: Financial AdvisorAbout the Role:We are partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.Key Responsibilities:Build strong relationships with clients by understanding their financial needs and objectives.Provide...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Ltd Full time £35,000 - £42,000

    Job SummaryWe are 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.Key ResponsibilitiesConduct in-depth analysis of client financial information to support personalized financial plans and investment strategies.Prepare comprehensive...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    We are partnering with a highly respected Financial Services firm based in Manchester to secure a Financial Advisor. This is a full-time opportunity for a strategic financial leader.Key Highlights:£50,000 - £65,000pa salaryOngoing professional development and trainingSupportive and collaborative work environmentOpportunities for career progressionAbout the...


  • Liverpool, Liverpool, United Kingdom NMS Recruit Full time

    Financial Advisor OpportunityWe are partnering with a leading Financial Services firm in Manchester to secure a top-tier Financial Advisor. This is a full-time opportunity for a strategic financial leader.Key Responsibilities:Develop and implement financial strategies to drive business growth.Provide expert financial guidance to clients, identifying...


  • Liverpool, Liverpool, United Kingdom ARO Full time

    Job OverviewWe are seeking an experienced Strategic Financial Leader to partner with our business units, driving financial growth and performance.


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Careers Full time

    We are proud to be working with a leading organisation within their sector, based in a location that offers a great work-life balance.The company is looking for an experienced, ambitious and dynamic Finance Manager to join their senior leadership team. This is an exciting opportunity for a finance professional with a strong SME background to take on a...


  • Liverpool, Liverpool, United Kingdom Acuity Associates Full time £600 - £800

    Job Title: Strategic Finance LeaderAcuity Associates is seeking a highly experienced Strategic Finance Leader to join their team for 1-2 days per week with occasional onsite presence to support their growth journey. The ideal candidate will have a proven track record of overseeing and managing cash flow to ensure the financial stability of the organisation...


  • Liverpool, Liverpool, United Kingdom Art In Liverpool Full time

    Chief Operating OfficerLiverpool Hope University is a liberal arts inspired institution committed to a culture of research and knowledge exchange.Our strategic development and operational plans require a dedicated leader to manage and enhance our Financial Operations, Estates, IT systems, Conferencing and Catering functions.The ideal candidate will offer a...


  • Liverpool, Liverpool, United Kingdom Rescourcery Group Full time

    Are you a qualified accountant looking for a challenging role in finance? We are seeking a skilled Finance Business Partner to join our team at Rescourcery Group.Job Description:We are a high growth, privately owned business based in central Liverpool, and we are looking for a Finance Business Partner to drive profitability and business performance. The...


  • Liverpool, Liverpool, United Kingdom BDO UK Full time

    We are seeking a Strategic Financial Leader to join our team in the UK.Company OverviewBDO is an accountancy and business advisory firm providing advice and solutions to businesses. Our clients are ambitious, entrepreneurially-spirited and high growth businesses that fuel the economy.About the RoleThis is an exciting opportunity to lead our financial...


  • Liverpool, Liverpool, United Kingdom Very Group Full time

    We are The Very Group, a company that helps families get more out of life by combining amazing brands and products with flexible payment options. We're passionate about building careers with real growth, a sense of purpose, belonging, and well-being.We're recruiting a Financial Planning Analyst to work in the Financial Services Finance team. The successful...


  • Liverpool, Liverpool, United Kingdom eComplete Full time

    About the Role: Give Me Cosmetics, a high-growth beauty brand backed by private equity, seeks a seasoned Strategic Business Leader to drive global expansion. As part of the eComplete Group, a disruptive private equity firm, this role will lead strategic changes to scale the business.Key Responsibilities: Lead the overall strategic direction of Give Me...


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Full time

    We are proud to be working with a leading organisation in their sector, based in the Knowsley area. As a key member of the senior leadership team, this is an exciting opportunity for an ambitious and dynamic finance professional to take on a strategic role, driving financial performance and contributing to the continued growth of the business.About the...


  • Liverpool, Liverpool, United Kingdom Leader Engineering Full time

    About Leader EngineeringAt Leader Engineering, we're revolutionizing the energy recruitment landscape. With almost two decades of delivering real partnerships in the oil and gas industry, we're now shifting our focus to renewable energy, helping shape a cleaner, more sustainable world.Your ProfileWe're seeking a talented data-savvy professional to join our...


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Careers Full time

    We are seeking a highly skilled Senior Financial Leader to join our client, a leading business with a great reputation within their sector. As a key member of the finance team, you will be responsible for preparing the month-end management accounts and managing the complete month-end close process, ensuring timely and accurate financial reporting.Key...


  • Liverpool, Liverpool, United Kingdom Sodexo Full time

    Job OverviewSodexo, a leading global services company, seeks an experienced Finance Business Partner to join its team at HMP Altcourse. As a key member of the operational team, you will provide strategic financial leadership and support business growth.About YouA qualified accountant with CCAB qualifications and prior finance business partnering experience...


  • Liverpool, Liverpool, United Kingdom Leader Engineering Full time

    Unlock Your Potential as a Growth Hacker at Leader EngineeringWe're on a mission to transform energy recruitment and shape the future of a cleaner, more sustainable world. As a Growth Hacker, you'll play a vital role in our ambitious plan, using data-driven strategies to optimize recruitment efficiency and uncover growth opportunities.With a strong focus on...


  • Liverpool, Liverpool, United Kingdom The Very Group Full time

    We are The Very Group, a company that helps families get more out of life by combining amazing brands and products with flexible payment options. Our goal is to support our people in building careers with real growth, a sense of purpose, belonging, and well-being.Job DescriptionWe are recruiting a Financial Planning Analyst to work in the Financial Services...


  • Liverpool, Liverpool, United Kingdom Michael Page (UK) Full time

    **About the Role**We are seeking an accomplished Financial Director to drive business growth and lead our accounting division in Liverpool.As a key member of our leadership team, you will be responsible for:Developing and implementing strategic financial plans to drive business growthLeading a team of finance professionals to achieve operational...