Paraplanner

Position: Paraplanner

Company Overview:

Hoxton Capital is a leading financial planning and wealth management firm dedicated to providing personalized and comprehensive financial solutions to our clients. With offices in London Dubai and Geneva we offer a global perspective and expertise to help our clients achieve their financial goals.

Job Summary:

We are seeking a highly skilled and motivated Paraplanner to join our team. The Paraplanner will work closely with our financial advisors to provide support in the creation of financial plans and investment strategies for our clients. The ideal candidate will have a strong background in financial planning and a passion for helping clients achieve their financial objectives.

Key Responsibilities:

Assist financial advisors in the preparation of financial plans and investment proposals for clients

Conduct research and analysis on various financial products and services

Prepare and review financial reports and presentations

Maintain accurate and uptodate client records and documentation

Collaborate with other team members to ensure timely and efficient delivery of services to clients

Keep uptodate with industry trends and changes in regulations that may impact client portfolios

Provide exceptional customer service to clients and address any inquiries or concerns in a timely manner

Participate in client meetings and provide support to financial advisors as needed

Continuously seek opportunities to improve processes and enhance the client experience

Qualifications and Skills:

Bachelors degree in finance economics or a related field

Minimum of 2 years of experience in financial planning or a similar role

Strong knowledge of financial planning concepts and investment products

Excellent analytical and problemsolving skills

Proficient in Microsoft Office and financial planning software

Strong attention to detail and ability to manage multiple tasks simultaneously

Excellent communication and interpersonal skills

Ability to work independently and as part of a team

Professionalism and discretion when handling sensitive client information

We Offer:

Competitive salary and benefits package

Opportunities for professional development and growth

A dynamic and collaborative work environment

Exposure to a diverse and international client base

The satisfaction of making a meaningful impact on clients financial wellbeing

If you are passionate about financial planning and are looking for a challenging and rewarding career we encourage you to apply for this position. Join our team at Hoxton Capital and be a part of our mission to help clients achieve financial success.

Remote Work :

No