Investment Portfolio Coordinator

5 hours ago


Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

Hoxton Wealth Job Description:

We are looking for an experienced Investment Portfolio Coordinator to join our team. In this role, you will be responsible for assisting financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.

Key Responsibilities:

  • Conduct thorough research and analysis of client financial information
  • Collaborate with financial advisors to develop and implement investment strategies
  • Monitor and review client portfolios to ensure alignment with financial goals and risk tolerance
  • Prepare financial reports and presentations for client meetings
  • Assist with client onboarding and ongoing account maintenance
  • Act as a liaison between clients and financial advisors

Essential Skills and 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
  • Proficient in Microsoft Office and financial planning software

Our Company Culture:

We offer a competitive salary of £45,000 - £65,000 per annum, along with ongoing training and professional development opportunities

A dynamic and supportive work environment that encourages collaboration and innovation



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