Financial Planning Associate

4 weeks 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

    Role OverviewHoxton 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 SummaryWe seek a highly skilled and motivated Paraplanner to support our financial...


  • 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 Hoxton Capital Full time

    Position: Financial Planning SpecialistCompany 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:...


  • 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

    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 Ideal Carehomes Full time

    About the RoleWe are seeking a skilled Accountant to join our team. The ideal candidate will have experience with financial planning and analysis, with a strong understanding of budgeting and forecasting.ResponsibilitiesDevelop and maintain accurate financial modelsPrepare and analyze financial reportsCollaborate with cross-functional teams to drive business...

  • Financial Director

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Dudley, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...

  • Financial Controller

    2 months ago


    Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team at beBee Professionals in Dudley, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee cash flow management, ensuring financial...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a highly skilled Financial Operations Manager to oversee financial planning, reporting, and analysis for beBee Professionals in Dudley, United Kingdom. Key responsibilities include:Preparing financial reports, forecasts, and budgets for management review.Monitoring and managing cash flow to ensure financial stability.Coordinating month-end and...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Chief Financial Officer to lead our finance team at beBee Professionals in Dudley, United Kingdom. Key responsibilities include:Overseeing financial planning, reporting, and analysis.Developing and implementing financial strategies to drive business growth.Managing relationships with external auditors, banks, and stakeholders.Providing...


  • Dudley, Dudley, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a Senior Financial Planner to join our finance team in Dudley, United Kingdom. The ideal candidate will have:Experience in financial planning, reporting, and analysis.Strong understanding of financial management, budgeting, and forecasting.Excellent analytical and problem-solving skills.Proficiency in financial software and...


  • Dudley, Dudley, United Kingdom Michael Page (UK) Full time

    About Our ClientOur client is a leading industrial entity with a strong reputation in the market.Job DescriptionOversee daily transactions, including accounts payable/receivable, general ledger, and bank reconciliations.Develop and implement financial planning and analysis strategies.Monitor the daily performance of the accounting department.Organize...


  • Dudley, Dudley, United Kingdom Hoxton Wealth Full time

    Position: Financial Services AdministratorCompany Overview:Hoxton Wealth is a global financial services firm with offices in key locations, leveraging a tech and tax-led approach to financial planning. The company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With...


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

    Company Overview:Click and Connect Online Limited is a distinguished private wealth advisory firm that serves international investors and expatriates across the globe. Known for providing exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry.Role Overview:The...


  • 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 that serves international investors and expatriates across the globe. Our firm is known for providing exceptional financial planning and investment solutions, and we are dedicated to maintaining excellence and innovation in the wealth management industry.Role...


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

    Company Overview:Click and Connect Online Limited is a renowned private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they are dedicated to maintaining excellence and innovation in the wealth management industry. As they continue to grow,...


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

    Independent Resourcing Consultancy Ltd is seeking a Financial Advisory Professional to join its team. This role offers an exciting opportunity to work with a growing dynamic firm, offering a fresh approach to offshore finance. The ideal candidate will have recent Defined Benefit Pension experience and a proven track record in writing suitability reports,...


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

    Company Overview:Click and Connect Online Limited is a renowned private wealth advisory firm that caters to international investors and expatriates worldwide. Renowned for delivering exceptional financial planning and investment solutions, they strive to maintain excellence and innovation in the wealth management industry. As they continue to grow, they seek...


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

    **Company Overview**Click and Connect Online Limited is a reputable private wealth advisory firm serving international investors and expatriates worldwide. With a commitment to excellence and innovation, they deliver exceptional financial planning and investment solutions. To support their operations, they seek an organized and detail-oriented Administrative...