Investment Support Professional
5 days ago
Our Approach:
Hoxton Wealth takes a tech-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.
Job Role:
We are seeking a Partnered Paraplanner to join our team and work closely with one of our top advisors. This is a fantastic opportunity for a motivated and experienced paraplanner to work with a successful advisor and advance their career.
Key Responsibilities:
- Collaborate with the advisor to develop and implement comprehensive financial plans for clients.
- 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.
Requirements:
- 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.
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