Paraplanner Work, Jobs in Aintree, Msy (with Salaries)

Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
5d
Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
10d
Senior Technical Paraplanner
AMS Group —Liverpool
- Full-time
- Mentoring
- Tax experience
- Employee assistance programme
- Employee discount
Quick apply
5d
Paraplanner (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
IFA Administrator
Beyond Advice Group —Liverpool
- Up to £30,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Store discount
- Health & wellbeing programme
Quick apply
11d
IFA Administrator
TEMPLEGATE RECRUITMENT —Liverpool
- £28,000 - £35,000 a year
- IT
- School
- Time management
3d
IFA Administrator
Venn Wealth Management —Chester
- £28,000 - £35,000 a year
- Financial services
- Communication skills
2d
IFA Administrator
Search Hiredonline —Blacon
- £26,000 - £30,000 a year
- Monday to Friday
- IT
- Financial services
10d
IFA Administrator
Finlink Ltd —Liverpool
- £28,000 - £32,000 a year
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
2d
Financial Adviser (Chorley)
Perspective Financial Group —Chorley
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Adviser (Warrington)
Perspective Financial Group —Warrington
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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Paraplanner
Eventus Recruitment Group —Knutsford
Attending client meetings alongside the Partner and handling client queries. Researching financial products and constructing financial planning solutions.
£45,000 a year
3d
Paraplanner
Hoxton Wealth —Liverpool
The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies.
Quick apply
5d

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Paraplanner

Hoxton Wealth
Liverpool

Quick apply

Job details

5 days ago

Qualifications

Financial planning
Economics
Microsoft Office
Analysis skills
Bachelor's degree
Communication skills

Full job description

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 around £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.

Position Summary:

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:

Bachelor's degree in Finance, Economics, or a related field
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

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.

Quick apply

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paraplanner jobs in aintree, msy

Paraplanner

Paraplanner

Senior Technical Paraplanner

Paraplanner (Chorley)

IFA Administrator

IFA Administrator

IFA Administrator

IFA Administrator

IFA Administrator

Financial Adviser (Chorley)

Financial Adviser (Warrington)

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