Paraplanner
2 months ago
Job Title: Paraplanner
Company Overview:
Hoxton Wealth is aleading international wealth management firm with offices all overthe UK. We provide bespoke financial planning and investmentmanagement services to high net worth individuals and families. Ourteam of experienced advisors and specialists work together todeliver tailored solutions that meet our clients unique needs andgoals.
Position Summary:
Weare seeking a highly skilled and motivated Paraplanner to join ourteam. The Paraplanner will work closely with our financial advisorsto support them in providing comprehensive financial planning andinvestment advice to our clients. The ideal candidate will have astrong background in financial planning and a deep understanding ofinvestment products and strategies. They will also possessexcellent analytical and communication skills as well as a highlevel of attention to detail.
KeyResponsibilities:
Conduct thorough research andanalysis of client financial information to support financialadvisors in developing financial plans and investmentrecommendations
Prepare financial reports andpresentations for client meetings
Collaboratewith financial advisors to develop and implement investmentstrategies for clients
Monitor and reviewclient portfolios to ensure alignment with financial goals and risktolerance
Stay uptodate on industry trends andregulations to ensure compliance with all relevant laws andregulations
Assist with client onboarding andongoing account maintenance
Act as a liaisonbetween clients and financial advisors responding to clientinquiries and providing timely and accurate information
Continuously improve processes and procedures to enhancethe overall client experience
Qualifications:
Bachelors degree inFinance Economics or a related field
Minimum of3 years of experience in financial planning or a similarrole
Strong knowledge of investment productsand strategies
Excellent analytical andproblemsolving skills
Detailoriented with ahigh level of accuracy
Excellent communicationand interpersonal skills
Ability to workindependently and as part of a team
Proficientin Microsoft Office and financial planning software
Industry relevant qualifications
If you are a highly motivated individual witha passion for financial planning and a desire to work for areputable wealth management firm we would love to hear from you.Please submit your resume and cover letter for consideration.Hoxton Wealth is an equal opportunityemployer.
RemoteWork :
No
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