Paraplanner — Wealth Planning & Investment Analysis
Hoxton Wealth Group
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Job summary
Hoxton Wealth seeks a Paraplanner to support financial advisors in delivering comprehensive financial planning and investment guidance. You will conduct research, prepare reports, and help monitor client portfolios with strong attention to detail.
The role requires a Bachelor's degree in Finance/Economics or related field and at least 3 years' experience in financial planning. Excellent communication and analytical skills are essential for success.
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.
Responsibilities
- Research and analyze client financial information to support advisors.
- Prepare financial reports and client meeting presentations.
- Collaborate to develop and implement investment strategies.
- Monitor portfolios to ensure alignment with goals and risk tolerance.
- Stay updated on industry trends and regulations for compliance.
- Assist with client onboarding and ongoing account maintenance.
- Serve as liaison between clients and advisors with timely information.
- Improve processes to enhance client experience.
Skills
Education
Tools
Job description
Hoxton Wealth seeks a Paraplanner to support financial advisors in delivering comprehensive financial planning and investment guidance. You will conduct research, prepare reports, and help monitor client portfolios with strong attention to detail.
The role requires a Bachelor's degree in Finance/Economics or related field and at least 3 years' experience in financial planning. Excellent communication and analytical skills are essential for success.
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