Paraplanner

Hoxton Wealth Group; Lichfield; On-site; GBP 32,000 - 52,000; Full time

Job summary

Hoxton Wealth Group in the United Kingdom is seeking a Paraplanner to support financial advisors in developing financial plans and investment recommendations. The role emphasizes research, portfolio monitoring, accurate reporting, and collaboration within a team in a fast-paced wealth management environment.

The ideal candidate will have a year of experience in financial planning, strong knowledge of investments, and excellent analytical and communication skills.

Qualifications

• Minimum of 1 year of experience in financial planning.
• 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.

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.

Skills

Analytical thinking

Problem-solving

Attention to detail

Communication skills

Independent & team player

Education

Industry-relevant qualifications

Tools

Microsoft Office

Financial planning software

Job description

Job Title: Paraplanner

Company Overview:

Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over £4.5 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Job Overview:

We are seeking a highly skilled and motivated Paraplanner to join our team. The Paraplanner will work closely with our financial advisors to support them in providing comprehensive financial planning and investment advice to our clients. The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies. They will also possess excellent analytical and communication skills, as well as a high level of attention to detail.

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

Qualifications:

• Minimum of 1 year of experience in financial planning
• 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

If you are a highly motivated individual with a passion for financial planning and a desire to work for a reputable wealth management firm, we would love to hear from you.

Hoxton Wealth is an equal opportunity employer.