Paraplanner Work, Jobs in Barton Under Needwood, Sts (with Salaries)

Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
Client Services Manager
Deans Wealth Management —Stafford
- £30,000 - £35,000 a year
- CRM software
- Customer service
- Microsoft Office
- Annual leave
Quick apply
11d
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
Head of Paraplanning
Cooper Parry —Derby
- Full-time
- Leadership
- Communication skills
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
17h
Independent Financial Advisor
Jerroms —Halesowen
- Organisational skills
- Communication skills
Quick apply
1d

More jobs to discover

Find similar jobs that you might be interested in.

Client Services Manager
Deans Wealth Management —Stafford
We’re looking for an experienced *Client Services Manager* to become the driving force behind an outstanding client experience.
£30,000 - £35,000 a year
Quick apply
11d
Customer Experience Manager (CXM)
Babble Cloud —Burton-On-Trent
You will be contracted to work from the office; however, Babble operates a non-contractual Hybrid Working Policy whereby you will be required to be in the…
Quick apply

I want to receive the latest job alerts for paraplanner in barton under needwood, sts

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

paraplanner jobs near barton under needwood, sts

Paraplanner

Hoxton Wealth
Lichfield

Quick apply

Job details

Qualifications

Financial planning
Microsoft Office
Analysis skills
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 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.

Quick apply

Refine Your Search

paraplanner jobs in barton under needwood, sts

Paraplanner

Client Services Manager

Paraplanning Team Leader

Head of Paraplanning

Senior Financial Planning Administrator

Financial Planning Administrator

Independent Financial Advisor

More jobs to discover

I want to receive the latest job alerts for paraplanner in barton under needwood, sts

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected