Paraplanner

Hoxton Wealth Group; Liverpool; On-site; GBP 45,000 - 65,000; Full time

Job summary

Hoxton Wealth is seeking a Paraplanner to support our financial advisors in delivering comprehensive wealth planning and investment guidance to clients. You will conduct research, prepare reports, and help implement investment strategies while maintaining strict regulatory compliance.

With a strong background in financial planning, you will collaborate across teams, monitor client portfolios, and contribute to accurate, timely client onboarding and ongoing account maintenance.

Qualifications

• Bachelor's degree in Finance, Economics or related field.
• Minimum 3 years of experience in financial planning or similar role.
• Strong knowledge of investment products and strategies.
• Excellent analytical and problem-solving skills.

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 skills

Attention to detail

Communication skills

Independent and team work

Problem-solving

Education

Bachelor's degree in Finance, Economics, or related field

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 around £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.

Position Summary:

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:

• 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

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.