Financial Planning Specialist

17 hours ago

Dudley, Dudley, United Kingdom Hoxton Capital Full time

Position: Financial Planning Specialist

Company Overview:

Hoxton Capital is a leading financial services firm dedicated to providing personalized financial solutions to clients.

Job Summary:

We are seeking a skilled Financial Planning Specialist to provide support in the creation of financial plans and investment strategies for clients.

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 client records and documentation.

Collaborate with team members to ensure timely delivery of services to clients.

Keep up-to-date with industry trends and changes in regulations.

Provide exceptional customer service to clients.

Participate in client meetings and provide support to financial advisors as needed.

Qualifications and Skills:

Bachelor's degree in finance 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.

Excellent communication and interpersonal skills.

Ability to work independently and as part of a team.

We Offer:

Competitive salary and benefits package.

Opportunities for professional development and growth.

A dynamic and collaborative work environment.

Exposure to a diverse client base.

The satisfaction of making a meaningful impact on clients' financial wellbeing.

At Hoxton Capital, we are committed to helping clients achieve their financial goals. If you are passionate about financial planning and want to be part of a dynamic team, we encourage you to apply for this position.

Remote Work : No

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