Paraplanner: Drive Investment Strategy & Portfolios Liverpool

Paraplanner: Drive Investment Strategy & Portfolios Liverpool

11 Aug
|
NMS Recruit
|
Liverpool

11 Aug

NMS Recruit

Liverpool

NMS Recruit Ltd in Liverpool is partnering with a respected Financial Services firm to secure a Paraplanner. This full time role offers a pathway to develop technical advisory skills and investment analysis within a supportive team.

You will prepare detailed reports, support advisers with financial plans, monitor portfolios, and ensure compliance with industry regulations. A bachelor's degree and 3+ years' experience are expected, with CFP/CFA preferred.
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📌 Paraplanner: Drive Investment Strategy & Portfolios Liverpool
🏢 NMS Recruit
📍 Liverpool

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