Paraplanner
3 weeks ago
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 TimeExperience: years
Vacancy: 1
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