Partnered Paraplanner

Position: Partnered Paraplanner

Company Overview:

Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients. With a strong focus on providing personalized and comprehensive financial planning services our team is dedicated to helping our clients achieve their financial goals.

Job Overview:

We are seeking a Partnered Paraplanner to join our team and work closely with one of our top advisors who already has a substantial amount of assets under management (AUM). This is a fantastic opportunity for a motivated and experienced paraplanner to partner with a successful advisor and take their career to the next level.

Key Responsibilities:

Collaborate with the advisor to develop and implement comprehensive financial plans for clients including investment strategies retirement planning tax planning and estate planning

Conduct thorough research and analysis to support the advisor in making informed investment decisions

Prepare and maintain client reports presentations and other materials as needed

Communicate with clients to gather necessary information and ensure a high level of service and satisfaction

Stay uptodate on industry trends regulations and best practices to provide relevant and accurate advice to clients

Assist in the development and training of junior paraplanners and support staff

Qualifications:

Bachelors degree in Finance Accounting or a related field

Minimum of 3 years of experience as a paraplanner preferably in a wealth management or financial planning firm

Working knowledge of financial planning software and CRM systems

Strong analytical and problemsolving skills

Excellent communication and interpersonal skills

Ability to work independently and as part of a team

Minimum level 4 qualified

Benefits:

Competitive salary and bonus structure

Professional development and training opportunities

Collaborative and supportive work environment

If you are a driven and dedicated paraplanner looking for an exciting opportunity to work with a successful advisor and grow your career we encourage you to apply for this position at Hoxton Wealth. We value diversity and are an equal opportunity employer.

Additional bonus structures

Remote Work :

No