Partnered Paraplanner

Position: Partnered Paraplanner

Company Overview:

Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients.

Job Overview:

At Hoxton Wealth, we seek a Partnered Paraplanner to collaborate closely with one of our top advisors who has a substantial amount of assets under management.

Responsibilities:

1. Develop and implement comprehensive financial plans for clients including investment strategies, retirement planning, tax planning, and estate planning.
2. Conduct thorough research and analysis to support the advisor in making informed investment decisions.
3. Prepare and maintain client reports, presentations, and other materials as needed.
4. Communicate with clients to gather necessary information and ensure a high level of service and satisfaction.
5. Stay up-to-date on industry trends, regulations, and best practices to provide relevant and accurate advice to clients.
6. Assist in the development and training of junior paraplanners and support staff.

Key Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field.
• Minimum 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.