Experienced Paraplanner for Wealth Management

4 weeks ago


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, 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.

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