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Paraplanner

1 month ago

Dubai, United Arab Emirates Hoxton Wealth Full time

Position: Paraplanner (Fund Switches)

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 2 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 skilled and experienced Paraplanner to join our team specifically focusing on Fund Switches. In this role, you will work closely with our financial advisors to support them in providing tailored investment advice to our clients. You will be responsible for conducting in-depth research analysis and preparing detailed reports on fund switches, ensuring that our clients' investment portfolios are optimized and aligned with their financial goals.

Key Responsibilities:

  1. Conduct thorough research and analysis on different investment funds including performance, risk, and suitability for clients.
  2. Prepare detailed reports and recommendations for fund switches, taking into account clients' investment objectives and risk tolerance.
  3. Collaborate with financial advisors to develop personalized investment strategies for clients.
  4. Monitor and review clients' investment portfolios, making recommendations for adjustments as needed.
  5. Keep up-to-date with market trends and industry developments to provide informed advice to clients.
  6. Maintain accurate records and documentation of all fund switch recommendations and actions taken.
  7. Assist with client meetings and presentations as needed.
  8. Ensure compliance with all regulatory guidelines and company policies.

Qualifications:

  1. Bachelor's degree in Finance, Economics, or a related field.
  2. Minimum of 3 years experience as a Paraplanner with a focus on fund switches.
  3. Strong knowledge of investment products and financial markets.
  4. Excellent analytical and research skills.
  5. Proficient in using financial planning software and tools.
  6. Detail-oriented with strong organizational skills.
  7. Excellent communication and interpersonal skills.
  8. Ability to work independently and as part of a team.
  9. Relevant certifications (e.g. CFP, CFA) preferred but not required.

Why Join Us:

  1. Opportunity to work with a dynamic and experienced team in a fast-paced and growing company.
  2. Competitive salary and benefits package.
  3. Ongoing training and development opportunities.
  4. Collaborative and inclusive work culture.
  5. Chance to make a real impact and help our clients achieve their financial goals.

If you are a dedicated and driven Paraplanner with experience in fund switches, we want to hear from you Apply now to join our team at Hoxton Wealth and take the next step in your career.

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