Paraplanner - Liverpool
Posted yesterday by NMS Recruit Ltd
- Salary:
- £35,000 - £42,000/annum
- Location:
- Liverpool
- Job Type:
- Permanent
Work closely with financial advisors to develop and implement tailored investment strategies. Monitor and review client portfolios to ensure alignment with their goals and risk tolerance. Stay updated on industry trends and regulations to maintain compliance. Assist with client onboarding … more