Wealth Planning 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

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.