Hoxton Wealth is seeking a Paraplanner to support our financial advisors in delivering comprehensive wealth planning and investment guidance to clients. You will conduct research, prepare reports, and help implement investment strategies while maintaining strict regulatory compliance.
With a strong background in financial planning, you will collaborate across teams, monitor client portfolios, and contribute to accurate, timely client onboarding and ongoing account maintenance.
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Senior Paraplanner for Wealth Planning & Investments in Liverpool employer: Hoxton Wealth Group
Hoxton Wealth is an exceptional employer, offering a dynamic and collaborative work culture that thrives on high energy and ambition. With a strong focus on employee growth, the company provides unique opportunities for career progression and development, supported by competitive packages and benefits such as visa support in Dubai, medical cover, and access to long-term incentive plans. Joining Hoxton means being part of a forward-thinking, technology-driven firm where your contributions directly impact the people agenda across multiple global locations.
