- Experience
- 1+ yrs
- Salary
- —
- Openings
- 1
- Posted
- 1 day ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About Hoxton Wealth
Hoxton Wealth is a global financial services company operating in key markets such as Cyprus, the US, UK, Dubai, South Africa, and Australia. The firm combines innovative technology with tax expertise to offer holistic wealth management solutions, managing over £4.5 billion in assets. They focus on personalized financial planning, cross-border financial advice, and strategies for long-term wealth growth and preservation.
Role Summary
We are looking for a capable and driven Paraplanner to join our team in Lichfield. This position supports financial advisors by providing thorough financial analysis and investment advice, ensuring clients receive tailored financial plans. The ideal candidate will have at least one year of experience, strong analytical abilities, a comprehensive understanding of investment products, and excellent communication skills.
Key Duties
- Conduct detailed research and analysis of client financial data to assist financial advisors in creating tailored financial plans and investment recommendations.
- Produce financial reports and prepare presentation materials for client consultations.
- Collaborate with advisors to formulate and execute investment strategies aligned with client objectives.
- Regularly monitor and review client portfolios to ensure they meet risk tolerance and financial goals.
- Maintain awareness of industry developments, regulations, and compliance requirements.
- Assist with client onboarding processes and maintain ongoing account management tasks.
- Serve as a communication link between clients and advisors, addressing client questions promptly and accurately.
- Identify and implement improvements in workflows to enhance client service and satisfaction.
Candidate Requirements
- At least 1 year of proven experience in financial planning roles.
- Strong understanding of investment products and financial strategies.
- Excellent problem-solving and analytical capabilities.
- Meticulous attention to detail with high accuracy.
- Effective communication and interpersonal skills to work both independently and as part of a team.
- Competent in Microsoft Office and relevant financial planning software.
- Possession of industry-recognized qualifications relevant to the financial sector.
Equal Opportunity
Hoxton Wealth values diversity and is an equal opportunity employer welcoming applications from all qualified candidates.