Wealth Management Associate

1 month ago


Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

Job Summary:

Hoxton Wealth is seeking a highly skilled Wealth Management Associate to join our team. As a key member of our wealth management team, you will assist financial advisors in developing financial plans and investment recommendations by conducting thorough research and analysis of client financial information.

Main 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

Qualifications and Requirements:

  • 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

Benefits Package:

Competitive salary: £50,000 - £70,000 per annum

Ongoing training and professional development opportunities

A dynamic and supportive work environment

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