Paraplanner

Job Title: Paraplanner

Company Overview:

Hoxton Wealth is a leading international wealth management firm with offices all over the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families. Our team of experienced advisors and specialists work together to deliver tailored solutions that meet our clients unique needs and goals.

Position Summary:

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. The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies. They will also possess excellent analytical and communication skills as well as a high level of attention to detail.

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 uptodate 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

Qualifications:

Bachelors 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 problemsolving skills

Detailoriented 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

If you are a highly motivated individual with a passion for financial planning and a desire to work for a reputable wealth management firm we would love to hear from you. Please submit your resume and cover letter for consideration. Hoxton Wealth is an equal opportunity employer.

Remote Work :

No