Financial Planning Specialist

5 hours ago


Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time
Financial Planning and Investment Support Role

Hoxton Wealth is a leading international wealth management firm seeking a highly skilled and motivated individual to support our financial advisors in providing comprehensive financial planning and investment advice to our clients.

Key Responsibilities:

  • Conduct thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations
  • Prepare financial reports and presentations for client meetings
  • Collaborate with financial advisors to develop and implement investment strategies for clients
  • Monitor and review client portfolios to ensure alignment with financial goals and risk tolerance
  • Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and regulations
  • Assist with client onboarding and ongoing account maintenance
  • Act as a liaison between clients and financial advisors responding to client inquiries and providing timely and accurate information
  • Continuously improve processes and procedures to enhance the overall client experience

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
  • Excellent analytical and problem-solving skills
  • Detail-oriented with a high level of accuracy
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Proficient in Microsoft Office and financial planning software
  • Industry-relevant qualifications

About Hoxton Wealth:

Hoxton Wealth is a reputable wealth management firm committed to delivering tailored financial solutions to high net worth individuals and families. We value our employees and offer a dynamic work environment with opportunities for growth and development.

Remote Work:

No



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