Wealth management advisor Work, Jobs in Lichfield, Eng (with Salaries)

Paraplanner
Hoxton Wealth —Lichfield
- Microsoft Office
- Analysis skills
- Communication skills
Quick apply
Administrator
Hoxton Wealth —Lichfield
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
Residential Conveyancer
GloverPriest —Lichfield
- IT
Trainee Independent Financial Services Administrator
JPM Insurance Advisers Ltd —Halesowen
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
Quick apply
13d
Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Presentation skills
- Communication skills
- Banking
- Employee assistance programme
Asset & Wealth Management - Software Engineer - Vice President - Birmingham
Goldman Sachs —Birmingham
- Full-time
- Management
- Computer Science
- Master's degree
- Employee assistance programme
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
5d
Paraplanning Team Leader
Cooper Parry —Derby
- Full-time
- Mentoring
- Organisational skills
- Communication skills
CDD Operations Analyst - FTC
Worldpay (UK) Limited —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Banking
Quick apply
Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Employee assistance programme
Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Mentoring
- Communication skills
- Employee assistance programme
Breakdown Advisor (Night Shift)
Halfords —Stafford
- £12.71 an hour
- Weekend availability
- In-person
- Annual leave
- Employee discount
Customer Booking Advisor
Toomey Leasing Group —Derby
- £26,000 a year
- Full-time
- IT
- Communication skills
7d
Breakdown Advisor (Part-time, 25 hours)
Halfords —Stafford
- £12.71 an hour
- Part-time
- In-person
- Annual leave
- Employee discount
Breakdown Advisor (Part-time, 19 hours)
Halfords —Stafford
- £12.71 an hour
- Part-time
- In-person
- Annual leave
- Employee discount
Head of Paraplanning
Cooper Parry —Derby
- Full-time
- Leadership
- Communication skills
Marcus by Goldman Sachs, Call Center Representative, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Customer service
- Communication skills
- Banking
- Employee assistance programme
8d
Portfolio Manager
Close Brothers —Birmingham
- Full-time
- Hybrid work
- Communication skills
- Time management
14d
Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham
Goldman Sachs —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
3h

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wealth management advisor jobs near lichfield, eng

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

wealth management advisor jobs in lichfield, eng

Paraplanner

Administrator

Residential Conveyancer

Trainee Independent Financial Services Administrator

Marcus by Goldman Sachs, Operational Risk Analyst, Analyst, Birmingham

Asset & Wealth Management - Software Engineer - Vice President - Birmingham

Financial Planning Administrator

Paraplanning Team Leader

CDD Operations Analyst - FTC

Marcus by Goldman Sachs, Fraud Investigations and Operations Team Leader, Analyst, Birmingham

Marcus by Goldman Sachs, Customer Operations Manager, Associate, Birmingham

Breakdown Advisor (Night Shift)

Customer Booking Advisor

Breakdown Advisor (Part-time, 25 hours)

Breakdown Advisor (Part-time, 19 hours)

Head of Paraplanning

Marcus by Goldman Sachs, Call Center Representative, Birmingham

Portfolio Manager

Marcus by Goldman Sachs, Contact Centre QA Manager, Associate, Birmingham

Paraplanner

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