Strategic Financial Leader
1 week ago
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.
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