Financial Planning Specialist

3 weeks ago


Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time
Job Title: Paraplanner

Hoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.

Position Overview:

We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in delivering 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.

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.
Requirements:
  • 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.

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



  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: Financial Planning SpecialistCompany Overview: Hoxton Wealth is a leading international wealth management firm with offices across 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...


  • Liverpool, Liverpool, United Kingdom Vitaflo International Full time

    About Vitaflo InternationalVitaflo International is a pioneering company in the field of clinical nutrition, dedicated to developing innovative products for patients with inherited metabolic disorders, pediatric kidney disease, and specialized diets.We are part of Nestlé Health Science and continue to expand our global footprint with a worldwide presence in...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: Financial Planning SpecialistCompany Overview:Hoxton Wealth is a leading international wealth management firm with offices across the UK, providing bespoke financial planning and investment management services to high net worth individuals and families.Position Summary:We are seeking a highly skilled and motivated Financial Planning Specialist to...


  • Liverpool, Liverpool, United Kingdom Accountable Recruitment Careers Full time

    We are seeking a highly skilled Financial Planning Specialist to join our client's finance team in Liverpool. As a key member of the team, you will be responsible for producing insightful financial reports, managing budgets, and driving business performance.Key Responsibilities:Prepare and present monthly management accounts, including P&L statements,...


  • Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Join Our Team as a Defined Benefit Pension Transfer SpecialistAt Click and Connect Online Limited, we are seeking a skilled Defined Benefit Pension Transfer Specialist to join our team. As a key member of our financial advisory consultancy, you will play a crucial role in safeguarding our clients' financial futures.About the RoleWe are looking for an...


  • Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Join Our Team as a Defined Benefit Pension Transfer SpecialistAt Click and Connect Online Limited, we are seeking a skilled Defined Benefit Pension Transfer Specialist to join our team. As a key member of our financial advisory consultancy, you will play a crucial role in safeguarding our clients' financial futures.About the RoleWe are looking for an...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerCompany Overview:Hoxton Wealth is a leading international wealth management firm with offices across 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...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerCompany Overview:Hoxton Wealth is a leading international wealth management firm with offices across 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...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Join Our Team as a Defined Benefit Pension Transfer SpecialistWe are seeking a highly skilled Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our financial advisory team, you will play a crucial role in helping our clients navigate the complexities of defined benefit pension...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Join Our Team as a Defined Benefit Pension Transfer SpecialistWe are seeking a highly skilled Defined Benefit Pension Transfer Specialist to join our team at Independent Resourcing Consultancy Ltd. As a key member of our financial advisory team, you will play a crucial role in helping our clients navigate the complexities of defined benefit pension...


  • Liverpool, Liverpool, United Kingdom Agility Resoucing Full time

    Financial Planning and Analysis Specialist Agility Resourcing is seeking a recent graduate with experience working within a finance function to join our team as a Financial Planning and Analysis Specialist. This role will provide an opportunity to work closely with the senior Financial Analyst to support the Finance Manager and the Finance Director. Key...


  • Liverpool, Liverpool, United Kingdom Click and Connect Online Limited Full time

    Our client, a leading private wealth advisory firm, is seeking a highly skilled Senior Financial Planning Specialist to join their team. As a key member of the financial planning department, you will play a critical role in supporting financial advisors in delivering exceptional services to clients.Key Responsibilities:Collaborate with financial advisors to...


  • Liverpool, Liverpool, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Independent Resourcing Consultancy Ltd is seeking a highly skilled Senior Financial Planning Specialist to support their financial advisors in delivering exceptional services to clients.Key Responsibilities:- Collaborate with financial advisors to prepare detailed financial plans and reports, ensuring accuracy and compliance with regulatory standards.-...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Position Summary:We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in providing...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Position Overview:We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in delivering...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Position Summary:We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in providing...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job DescriptionHoxton Wealth OverviewHoxton Wealth is a prominent global financial services firm with a presence in key locations worldwide. 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...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Position Overview:We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in delivering...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Job Title: ParaplannerHoxton Wealth is a leading international wealth management firm with a strong presence in the UK. We provide bespoke financial planning and investment management services to high net worth individuals and families.Position Overview:We are seeking a highly skilled and motivated Paraplanner to support our financial advisors in delivering...


  • Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

    Hoxton Wealth is a global financial services firm with a presence in key locations worldwide. Our 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 around £2 billion in assets under management...