Financial Planning Associate
2 days ago
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.
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