Financial Advisor

5 days ago


Dubai, Dubai, United Arab Emirates HoxtonWealth Full time
Role Description

We are seeking a highly motivated and experienced Paraplanner to join our team. The successful candidate will have a strong background in financial planning and a deep understanding of investment products and strategies.

Responsibilities
  1. Conduct thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations.
  2. Prepare financial reports and presentations for client meetings.
  3. Collaborate with financial advisors to develop and implement investment strategies for clients.
  4. Monitor and review client portfolios to ensure alignment with financial goals and risk tolerance.
  5. Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws.
Requirements
  1. Bachelor's degree in Finance, Economics, or a related field.
  2. Minimum of 3 years of experience in financial planning or a similar role.
  3. Strong knowledge of investment products and strategies.
  4. Excellent analytical and problem-solving skills.
  5. Detail-oriented with a high level of accuracy.
  6. Excellent communication and interpersonal skills.
  7. Ability to work independently and as part of a team.
  8. Proficient in Microsoft Office and financial planning software.
  9. Industry relevant qualifications.

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