Partnered Paraplanner

Position: Partnered 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 £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 Partnered Paraplanner to join our team and work closely with one of our top advisors who already has a substantial amount of assets under management (AUM). This is a fantastic opportunity for a motivated and experienced paraplanner to partner with a successful advisor and take their career to the next level.

Key Responsibilities:

- Collaborate with the advisor to develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and estate planning

- Conduct thorough research and analysis to support the advisor in making informed investment decisions

- Prepare and maintain client reports, presentations, and other materials as needed

- Communicate with clients to gather necessary information and ensure a high level of service and satisfaction

- Stay up-to-date on industry trends, regulations, and best practices to provide relevant and accurate advice to clients

- Assist in the development and training of junior paraplanners and support staff

Qualifications:

- Bachelor's degree in Finance, Accounting, or a related field

- Minimum of 3 years of experience as a paraplanner, preferably in a wealth management or financial planning firm

- Working knowledge of financial planning software and CRM systems

- Strong analytical and problem-solving skills

- Excellent communication and interpersonal skills

- Ability to work independently and as part of a team

- Minimum level 4 qualified 

Benefits:

- Competitive salary and bonus structure

- Professional development and training opportunities

- Collaborative and supportive work environment

If you are a driven and dedicated paraplanner looking for an exciting opportunity to work with a successful advisor and grow your career, we encourage you to apply for this position at Hoxton Wealth. We value diversity and are an equal opportunity employer.

Additional bonus structures

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