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Financial Planning Associate

2 months ago

Dubai, Dubai, United Arab Emirates Hoxton Wealth Full time

Job Summary:

Hoxton Wealth is a leading financial advisory firm that specializes in managing assets for high net worth clients. Our team is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their financial goals.

Key Responsibilities:

  • Collaborate with senior advisors 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 advisors 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.

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.
  • Minimum level 4 qualified.

Benefits:

  • Competitive salary and bonus structure.
  • Professional development and training opportunities.
  • Collaborative and supportive work environment.