Financial Portfolio Specialist
12 hours ago
Company Overview: Hoxton Wealth is a dynamic global financial services firm with a strong presence in key locations worldwide. Leveraging a tech-led approach to financial planning, the company combines innovative solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.
Job Overview: We are seeking an experienced Financial Portfolio Specialist 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. Your primary responsibility will be to conduct in-depth research and analysis on different investment funds, including performance, risk, and suitability for clients.
Key Responsibilities:
- Conduct thorough research and analysis on different investment funds
- Prepare detailed reports and recommendations for fund switches, taking into account clients' investment objectives and risk tolerance
- Collaborate with financial advisors to develop personalized investment strategies for clients
- Monitor and review clients' investment portfolios, making recommendations for adjustments as needed
- Stay up-to-date with market trends and industry developments to provide informed advice to clients
- Maintain accurate records and documentation of all fund switch recommendations and actions taken
- Assist with client meetings and presentations as needed
- Evaluate and recommend investment products to meet clients' needs
Requirements: To succeed in this role, you will need a Bachelor's degree in Finance, Economics, or a related field, and at least 3 years of experience as a Paraplanner, with a focus on fund switches. Strong knowledge of investment products and financial markets is essential, as well as excellent analytical and research skills. Proficiency in using financial planning software and tools is also required.
Salary and Benefits: The estimated salary for this position is £45,000 - £60,000 per annum, depending on experience. Additionally, we offer a competitive benefits package, ongoing training and development opportunities, and a collaborative and inclusive work culture.
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