Impress employers and recruiters.
Choose from hundreds of resume examples.
Impress employers and recruiters.
Choose from hundreds of resume examples.
Target Resume Now
About the Role
We are seeking a highly skilled and motivated Paraplanner to support financial advisors in providing comprehensive financial planning and investment advice to clients. The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies, along with excellent analytical and communication skills.
Responsibilities
- Conduct 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
- Assist with client onboarding and ongoing account maintenance
- Act as a liaison between clients and financial advisors, responding to client inquiries
- Continuously improve processes and procedures to enhance the client experience
Requirements
- Minimum of 3 years of experience in financial planning or a similar role
- 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
Skills
- Financial planning
- Investment strategies
- Analytical skills
- Communication skills
- Problem-solving skills
- Microsoft Office
- Financial planning software
Location
- Cyprus
- United States
- United Kingdom
- Dubai
- South Africa
- Australia
- Asia
Work Type
- Full-time
Experience Level
- 3+ years
Education Level
- Bachelor's degree in Finance, Economics, or a related field
About the Company
- Hoxton Wealth is a global financial services firm with offices in key locations worldwide.
- The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies.
- Hoxton Wealth delivers comprehensive wealth management services and has over $4 billion in assets under management (AUM).
- The firm 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.
Equal Opportunity
- Hoxton Wealth is an equal opportunity employer.