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Financial Planning Specialist

1 month 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 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 Specialist 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

We are committed to providing our clients with exceptional service and support. If you are passionate about financial planning and are looking for a challenging and rewarding career, we encourage you to apply for this position.

Remote Work: No