Paraplanning Specialist

7 days ago


East Liverpool, Ohio, United Kingdom NMS Recruit Full time
About This Opportunity:

This is an exciting opportunity to join a highly respected Financial Services firm based in Liverpool as a Paraplanner.


Job Description:
Key Responsibilities
  • Assist in the preparation of investment portfolios.
  • Provide administrative support to financial planners.
  • Maintain accurate records.
  • Process client information.
  • Provide exceptional customer service.

Requirements
  • Excellent communication and organisational skills.
  • Ability to work under pressure and meet deadlines.

What We Offer:
  • A salary of £40,000 per annum.
  • Opportunities for career progression.


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