Paraplanner, Wealth Planning & Investment Analysis

Paraplanner, Wealth Planning & Investment Analysis

Full-Time 35000 - 45000 Β£ / year (est.) No working from home possible
Hoxton Wealth Group

At a Glance

  • Tasks: Support financial advisors by conducting research and preparing investment reports.
  • Company: Hoxton Wealth Group, a collaborative firm in Greater London.
  • Benefits: Gain valuable experience in financial planning and investment strategies.
  • Other info: Join a supportive team dedicated to client success and professional growth.
  • Why this job: Make a real difference in clients' financial journeys while developing your skills.
  • Qualifications: Experience in financial planning and strong analytical skills required.

The predicted salary is between 35000 - 45000 Β£ per year.

Hoxton Wealth Group, based in Greater London, is looking for a skilled Paraplanner to support financial advisors in delivering comprehensive investment advice. The ideal candidate will have extensive experience in financial planning and a solid grasp of investment strategies.

Responsibilities include:

  • Conducting research
  • Preparing reports
  • Collaborating on investment approaches

This role requires excellent analytical, communication, and interpersonal skills. Join a firm committed to helping clients reach their financial goals and enjoy a collaborative working environment.

Paraplanner, Wealth Planning & Investment Analysis employer: Hoxton Wealth Group

Hoxton Wealth Group is an exceptional employer located in the vibrant Greater London area, offering a collaborative work culture that fosters professional growth and development. Employees benefit from a supportive environment where their contributions are valued, alongside opportunities for continuous learning in the dynamic field of wealth planning and investment analysis. Join us to be part of a team dedicated to making a meaningful impact on clients' financial futures.

Hoxton Wealth Group

Contact Details:

Hoxton Wealth Group Recruitment Team

We think you need these skills to ace Paraplanner, Wealth Planning & Investment Analysis

Financial Planning
Investment Strategies
Research Skills
Report Preparation
Analytical Skills
Communication Skills
Interpersonal Skills