Paraplanner

3 weeks ago


Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

Position: Paraplanner (FundSwitches)

CompanyOverview:

Hoxton Wealth is a globalfinancial services firm with offices in key locations includingCyprus the United States the United Kingdom Dubai South Africa andAustralia. The company leverages a tech and taxled approach tofinancial planning combining innovative technology solutions withdeep expertise in taxefficient strategies to deliver comprehensivewealth management services. With around 2 billion in assets undermanagement (AUM) Hoxton Wealth is committed to helping clientsachieve their financial objectives through personalized investmentsolutions crossborder financial planning and longterm strategiesfor wealth growth and preservation.

Job Overview:

We are seeking a skilledand experienced Paraplanner to join our team specifically focusingon Fund Switches. In this role you will work closely with ourfinancial advisors to support them in providing tailored investmentadvice to our clients. You will be responsible for conductingindepth research analysis and preparing detailed reports on fundswitches ensuring that our clients investment portfolios areoptimized and aligned with their financial goals.

Key Responsibilities:

Conduct thoroughresearch and analysis on different investment funds includingperformance risk and suitability for clients

Prepare detailed reports and recommendations for fund switchestaking into account clients investment objectives and risktolerance

Collaborate with financial advisorsto develop personalized investment strategies for clients

Monitor and review clients investment portfolios makingrecommendations for adjustments as needed

Keepuptodate with market trends and industry developments to provideinformed advice to clients

Maintain accuraterecords and documentation of all fund switch recommendations andactions taken

Assist with client meetings andpresentations as needed

Ensure compliance withall regulatory guidelines and company policies

Qualifications:

Bachelors degree inFinance Economics or a related field

Minimum of3 years experience as a Paraplanner with a focus on fundswitches

Strong knowledge of investmentproducts and financial markets

Excellentanalytical and research skills

Proficient inusing financial planning software and tools

Detailoriented with strong organizational skills

Excellent communication and interpersonalskills

Ability to work independently and aspart of a team

Relevant certifications (e.g.CFP CFA) preferred but not required

Why JoinUs

Opportunity to work with a dynamic andexperienced team in a fastpaced and growing company

Competitive salary and benefits package

Ongoing training and development opportunities

Collaborative and inclusive work culture

Chance to make a real impact and help our clients achievetheir financial goals

If you are a dedicated anddriven Paraplanner with experience in fund switches we want to hearfrom you Apply now to join our team at Hoxton Wealth and take thenext step in your career.

EmploymentType : Full Time
Experience: years
Vacancy: 1

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