Experienced Paraplanner for Wealth Management
3 months ago
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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