Partnered Paraplanner

3 months ago


Dubai, United Arab Emirates Hoxton Wealth Full time

Position: Partnered Paraplanner

Company Overview:
Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients. With a strong focus on providing personalized and comprehensive financial planning services, our team is dedicated to helping our clients achieve their financial goals.

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


  • Paraplanner - UAE

    8 months ago


    Dubai, United Arab Emirates Skybound Wealth Management Full time

    The Paraplanner will need to assist Financial Planners by arranging review meeting with clients, preparing written advice reports and provide technical research services. The Paraplanner will conduct the preparation of review meeting documents for clients, ensuring the highest quality of advice is delivered in an efficient manner whilst mitigating any risks...


  • Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

    Job Overview:Hoxton Wealth is a global financial services firm that leverages a tech and tax-led approach to financial planning. We are seeking a skilled Partnered Paraplanner to join our team and work closely with one of our top advisors.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment strategies,...