Job Title: Paraplanner
Company Overview:
Hoxton Wealth is a global financial services firm with offices in key locations including Cyprus the United States the United Kingdom Dubai South Africa and Australia. The company leverages a tech and tax-led approach to financial planning combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over 4.5 billion in assets under management (AUM) Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions cross-border financial planning and long-term strategies for wealth growth and preservation.
Job Overview:
We are seeking a highly skilled and motivated Paraplanner to join our team. The Paraplanner will work closely with our financial advisors to support them in providing comprehensive financial planning and investment advice to our clients. The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies. They will also possess excellent analytical and communication skills as well as a high level of attention to detail.
Key Responsibilities:
- Conduct thorough research and analysis of client financial information to support financial advisors in developing financial plans and investment recommendations
- Prepare financial reports and presentations for client meetings
- Collaborate with financial advisors to develop and implement investment strategies for clients
- Monitor and review client portfolios to ensure alignment with financial goals and risk tolerance
- Stay up-to-date on industry trends and regulations to ensure compliance with all relevant laws and regulations
- Assist with client onboarding and ongoing account maintenance
- Act as a liaison between clients and financial advisors responding to client inquiries and providing timely and accurate information
- Continuously improve processes and procedures to enhance the overall client experience
Qualifications:
- Minimum of 1 year of experience in financial planning
- Strong knowledge of investment products and strategies
- Excellent analytical and problem-solving skills
- Detail-oriented with a high level of accuracy
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Proficient in Microsoft Office and financial planning software
- Industry relevant qualifications
If you are a highly motivated individual with a passion for financial planning and a desire to work for a reputable wealth management firm we would love to hear from you. Please submit your resume and cover letter for consideration. Hoxton Wealth is an equal opportunity employer.
Paraplanner • Lichfield, England, UK
Demand Planner (w/m/d) - Standort Münchendorf.Sie übernehmen die Verantwortung für die Validierung der Auftragsdaten auf Aktualität und stimmen notwendige Anpassungen eng mit dem Order Management u... Show more
Location: Sutton Coldfield (Hybrid Working).Salary: Highly Competitive + Excellent Benefits.Carrington West are pleased to be working on an exciting opportunity to join a well-established and growi... Show more
Telent Technology Services Ltd.Be among the first 25 applicants.Telent Technology Services Ltd.At Telent, you will have the opportunity to be a part of something bigger.To keep things moving, to co... Show more
NHS 111 Tactical Planning AnalystShape the plan that keeps patient care running smoothly, every day.Join our NHS 111 service as a Tactical Planning Analyst, playing a key role in workforce planning... Show more
Join our clientas a Planner and play a vital part in shaping projects from the very beginning right through to completion.You'll be at the heart of our teams, developing clear, well-structured prog... Show more
Eventus Legal are recruiting for a Conveyancing Paralegal to join the residential property department of a well-established and growing law firm based in Sutton Coldfield, West Midlands.This is a p... Show more
BakerHicks is seeking a Planner to support the delivery of projects within the utilities and power sector, including HV power, transmission, and distribution environments.This role will focus on de... Show more
Strata is seeking a Travel Planner Specialist to design and coordinate tailored travel and event arrangements, managing logistics, suppliers and budgets to deliver seamless experiences from plannin... Show more
We are working with a well-regarded property management business with a strong reputation for delivering a high level of service across a carefully managed portfolio.The business operates with a cl... Show more
Leicestershire (Our Ref AL1390).Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period.Salary £35,000 - £38,000 dep on exp + ben... Show more
Senior Planner / Tender Planner.Up to £75,000 per annum + Company Car or Allowance.If you are looking for an exciting opportunity where you can showcase your buildability and planning skills, then ... Show more
Market Harborough or Birmingham.Full-Time (with an early Friday finish).Take your paraplanning career to the next level with a growing, supportive financial planning firm offering hybrid working, e... Show more
Principal Transport Planner - Birmingham.Apply fast, check the full description by scrolling below to find out the full requirements for this role.Location: Birmingham (Hybrid Working Available).Sa... Show more
A leading staffing agency is looking for a Field Engineer Planner in Warwick.This entry-level role focuses on scheduling the engineering workforce, ensuring customer satisfaction through effective ... Show more
A leading UK construction firm is looking for a Senior Planner based in Solihull, primarily supporting projects across the West Midlands.This full-time position involves ensuring compliance with pr... Show more
Derby outskirts (our ref AL1394).Salary to £38,000 dep on exp + benefits.My client is a well established wealth management organisation and due to continued growth, they are now looking to appoint ... Show more
Note for Recruitment Agencies: We prefer to hire directly and we will be in touch with our PSL Agencies if this role is eligible for release.We do not accept speculative CVs from agencies.If specul... Show more
Planner (Contract) - HS2 Project.Location: Coleshill, Warwickshire (Site Based).Rate: Up to £475 per day (Outside IR35).Working Pattern: Hybrid - Minimum 4 days per week on site, 1 day from home.Pl... Show more
This is an excellent opportunity to build a long-term career in technical sales, working alongside an experienced commercial team with structured mentoring, overseas product training and genuine pr... Show more
An exceptional opportunity has arisen within our UK North or UK South business for a 4D Planner role, 4D Planning is now business as usual for Sisk.This position offers the successful candidate the... Show more
