Paraplanner

Position: Paraplanner (Fund Switches)

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 taxled approach to financial planning combining innovative technology solutions with deep expertise in taxefficient strategies to deliver comprehensive wealth management services. With around 2 billion in assets under management (AUM) Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions crossborder financial planning and longterm strategies for wealth growth and preservation.

Job Overview:

We are seeking a skilled and experienced Paraplanner to join our team specifically focusing on Fund Switches. In this role you will work closely with our financial advisors to support them in providing tailored investment advice to our clients. You will be responsible for conducting indepth research analysis and preparing detailed reports on fund switches ensuring that our clients investment portfolios are optimized and aligned with their financial goals.

Key Responsibilities:

Conduct thorough research and analysis on different investment funds including performance risk and suitability for clients

Prepare detailed reports and recommendations for fund switches taking into account clients investment objectives and risk tolerance

Collaborate with financial advisors to develop personalized investment strategies for clients

Monitor and review clients investment portfolios making recommendations for adjustments as needed

Keep uptodate with market trends and industry developments to provide informed advice to clients

Maintain accurate records and documentation of all fund switch recommendations and actions taken

Assist with client meetings and presentations as needed

Ensure compliance with all regulatory guidelines and company policies

Qualifications:

Bachelors degree in Finance Economics or a related field

Minimum of 3 years experience as a Paraplanner with a focus on fund switches

Strong knowledge of investment products and financial markets

Excellent analytical and research skills

Proficient in using financial planning software and tools

Detailoriented with strong organizational skills

Excellent communication and interpersonal skills

Ability to work independently and as part of a team

Relevant certifications (e.g. CFP CFA) preferred but not required

Why Join Us

Opportunity to work with a dynamic and experienced team in a fastpaced and growing company

Competitive salary and benefits package

Ongoing training and development opportunities

Collaborative and inclusive work culture

Chance to make a real impact and help our clients achieve their financial goals

If you are a dedicated and driven Paraplanner with experience in fund switches we want to hear from you! Apply now to join our team at Hoxton Wealth and take the next step in your career.