Paraplanner

2 months ago


Liverpool, United Kingdom Hoxton Wealth Full time

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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