Financial Planning Associate

2 weeks ago

Dudley, Dudley, United Kingdom Hoxton Capital Full time
Paraplanner Job Description

Hoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With a global perspective and expertise, we help our clients achieve their financial goals.

Key Responsibilities:
  • Assist financial advisors in the preparation of financial plans and investment proposals for clients.
  • Conduct research and analysis on various financial products and services.
  • Prepare and review financial reports and presentations.
  • Maintain accurate and up-to-date client records and documentation.
  • Collaborate with other team members to ensure timely and efficient delivery of services to clients.
  • Keep up-to-date with industry trends and changes in regulations that may impact client portfolios.
  • Provide exceptional customer service to clients and address any inquiries or concerns in a timely manner.
  • Participate in client meetings and provide support to financial advisors as needed.
  • Continuously seek opportunities to improve processes and enhance the client experience.
Qualifications and Skills:
  • Bachelor's degree in finance, economics, or a related field.
  • Minimum of 2 years of experience in financial planning or a similar role.
  • Strong knowledge of financial planning concepts and investment products.
  • Excellent analytical and problem-solving skills.
  • Proficient in Microsoft Office and financial planning software.
  • Strong attention to detail and ability to manage multiple tasks simultaneously.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and as part of a team.
  • Professionalism and discretion when handling sensitive client information.
We Offer:
  • Competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and collaborative work environment.
  • Exposure to a diverse and international client base.
  • The satisfaction of making a meaningful impact on clients' financial wellbeing.

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