Wealth Management Advisor
4 days ago
Company Overview
Hoxton Wealth is a global financial services firm with a presence in key locations worldwide. We leverage innovative technology solutions and deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.
Job Description
We are seeking a skilled Paraplanner to join our team, specifically focusing on fund switches. In this role, you will work closely with our financial advisors to support them in providing tailored investment advice to clients. You will be responsible for conducting thorough research analysis and preparing detailed reports on fund switches, ensuring that our clients' investment portfolios are optimized and aligned with their financial goals.
Key Responsibilities:
- Fund Research and Analysis: Conduct thorough research and analysis on different investment funds, including performance, risk, and suitability for clients.
- Recommendations: Prepare detailed reports and recommendations for fund switches, taking into account clients' investment objectives and risk tolerance.
- Collaboration: Collaborate with financial advisors to develop personalized investment strategies for clients.
- Portfolio Monitoring: Monitor and review clients' investment portfolios, making recommendations for adjustments as needed.
- Market Trends: Keep up-to-date with market trends and industry developments to provide informed advice to clients.
- Compliance: Ensure compliance with all regulatory guidelines and company policies.
Required Skills and Qualifications:
- Education: Bachelor's degree in Finance, Economics, or a related field.
- Experience: Minimum of 3 years experience as a Paraplanner with a focus on fund switches.
- Knowledge: Strong knowledge of investment products and financial markets.
- Skills: Excellent analytical and research skills, proficient in using financial planning software and tools.
- Qualities: Detail-oriented with strong organizational skills, excellent communication and interpersonal skills.
- Relevant Certifications: Relevant certifications (e.g. CFP, CFA) preferred but not required.
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