Paraplanner
Hoxton Wealth
Employer Active
Posted 3 hrs ago
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Nationality
Any Nationality
Gender
Not Mentioned
Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
We are seeking a highly skilled and motivated Paraplanner to join our team. The Paraplanner will work closely with our financial advisors to support them in providing comprehensive financial planning and investment advice to our clients.
Key Responsibilities:
- Conduct thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations
- Prepare financial reports and presentations for client meetings
- Collaborate with financial advisors to develop and implement investment strategies for clients
- Monitor and review client portfolios to ensure alignment with financial goals and risk tolerance
- Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and regulations
- Assist with client onboarding and ongoing account maintenance
- Act as a liaison between clients and financial advisors, responding to client inquiries and providing timely and accurate information
- Continuously improve processes and procedures to enhance the overall client experience
Desired Candidate Profile
Qualifications:
- Bachelor's degree in Finance, Economics, or a related field
- Minimum of 3 years of experience in financial planning or a similar role
- Strong knowledge of investment products and strategies
- Excellent analytical and problem-solving skills
- Detail-oriented with a high level of accuracy
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficient in Microsoft Office and financial planning software
- Industry relevant qualifications
Company Industry
Keywords
- Paraplanner
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Hoxton Wealth
Company Overview: Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over £2.5 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation. /p>