Financial Planning Associate

2 days ago


Dudley, Dudley, United Kingdom Hoxton Capital Full time

Position: Financial Planning Associate

Company Overview:

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.

Job Summary:

We are seeking a highly skilled and motivated Financial Planning Associate to join our team. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial objectives.

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

At Hoxton Capital, we are committed to providing our clients with exceptional financial planning and wealth management services. If you are passionate about financial planning and are looking for a challenging and rewarding career, we encourage you to apply for this position.



  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Position: Paraplanning ProfessionalCompany Overview: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.Job Summary:We are seeking a highly skilled and...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton 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...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton 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...


  • Dudley, Dudley, United Kingdom Hoxton Wealth Full time

    Paraplanner Job DescriptionHoxton Wealth is seeking a skilled Paraplanner to support our financial advisors in creating comprehensive financial plans and investment strategies for our clients.Key Responsibilities:Assist financial advisors in preparing financial plans and investment proposals for clientsConduct research and analysis on various financial...


  • Dudley, Dudley, United Kingdom Hoxton Wealth Full time

    Paraplanner Job DescriptionHoxton Wealth is seeking a skilled Paraplanner to support our financial advisors in creating comprehensive financial plans and investment strategies for our clients.Key Responsibilities:Assist financial advisors in preparing financial plans and investment proposals for clientsConduct research and analysis on various financial...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With offices in London, Dubai, and Geneva, we offer a global perspective and expertise to help our clients achieve their financial goals.Key Responsibilities:Assist...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With offices in London, Dubai, and Geneva, we offer a global perspective and expertise to help our clients achieve their financial goals.Key Responsibilities:Assist...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With offices in London, Dubai, and Geneva, we offer a global perspective and expertise to help our clients achieve their financial goals.Key Responsibilities:Assist...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Paraplanner Job DescriptionHoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With offices in London, Dubai, and Geneva, we offer a global perspective and expertise to help our clients achieve their financial goals.Key Responsibilities:Assist...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Position: Financial Planning SpecialistCompany Overview: 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. Job Summary:We are seeking a highly skilled and...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Position: Financial Planning SpecialistCompany Overview:Hoxton Capital is a leading financial services 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.Job Summary:We are seeking a highly skilled and motivated Financial...


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

    At Click and Connect Online Limited, we are seeking a highly skilled and experienced Senior Paraplanner to join our team of financial advisors. As a key member of our wealth management team, you will play a critical role in supporting our financial advisors in delivering exceptional services to our clients.Key Responsibilities:Financial Planning Support:...


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

    At Click and Connect Online Limited, we are seeking a highly skilled and experienced Senior Paraplanner to join our team of financial advisors. As a key member of our wealth management team, you will play a critical role in supporting our financial advisors in delivering exceptional services to our clients.Key Responsibilities:Financial Planning Support:...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Position: Financial Planning SpecialistCompany Overview:Hoxton Capital is a leading financial services 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.Job Summary:We are seeking a highly skilled and motivated Financial...


  • Dudley, Dudley, United Kingdom Hoxton Capital Full time

    Position: Financial Planning SpecialistCompany Overview:Hoxton Capital is a leading financial services 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.Job Summary:We are seeking a highly skilled and motivated Financial...


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

    Company OverviewOur client is a renowned private wealth advisory firm dedicated to serving international investors and expatriates globally. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management.Role OverviewThe Senior Paraplanner will play a critical role in...


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

    Company Overview:Click and Connect Online Limited is a leading private wealth advisory firm dedicated to serving international investors and expatriates globally. Renowned for delivering exceptional financial planning and investment solutions, they are committed to excellence and innovation in wealth management.Role Overview:The Senior Paraplanner will play...


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

    Unlock Your Career Potential with Click and Connect Online LimitedJoin our dynamic team at Click and Connect Online Limited, a forward-thinking financial advisory consultancy dedicated to safeguarding clients' financial futures. With a fresh approach and a dynamic energy, we're setting ourselves apart in the offshore marketplace.We're seeking experienced...


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

    Unlock Your Career Potential with Click and Connect Online LimitedJoin our dynamic team at Click and Connect Online Limited, a forward-thinking financial advisory consultancy dedicated to safeguarding clients' financial futures. With a fresh approach and a dynamic energy, we're setting ourselves apart in the offshore marketplace.We're seeking experienced...


  • Dudley, Dudley, United Kingdom Talbots Law Full time

    About the RoleWe are seeking an experienced Senior Associate Lawyer to join our Court of Protection Department at Talbots Law. As a Senior Associate, you will be responsible for managing a varied caseload, advising clients on a full range of associated matters in the Court of Protection, and assisting with the training and development of the Court of...