Wealth Management Associate

5 days ago


Dubai, Dubai, United Arab Emirates HoxtonWealth Full time

Our Vision:

Hoxton Wealth is dedicated to providing exceptional wealth management services to our clients. We leverage our expertise in tax-efficient strategies and innovative technology solutions to deliver comprehensive financial plans and personalized investment solutions.

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 take their career to the next level and work with a successful advisor.

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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