Paraplanner β€” Global Wealth Planning & Research in Lichfield

Paraplanner β€” Global Wealth Planning & Research in Lichfield

Lichfield Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Hoxton Wealth

At a Glance

  • Tasks: Conduct research, prepare reports, and develop investment strategies with financial advisors.
  • Company: Hoxton Wealth, a leader in global wealth planning and research.
  • Benefits: Competitive salary, professional development, and a supportive team environment.
  • Other info: Join a dynamic team focused on delivering top-notch wealth management services.
  • Why this job: Make a real difference in clients' financial futures while growing your career.
  • Qualifications: 1+ year experience in financial planning and strong analytical skills required.

The predicted salary is between 30000 - 40000 Β£ per year.

Hoxton Wealth seeks a skilled Paraplanner to work closely with financial advisors in Lichfield, UK. This role involves conducting research and analysis, preparing reports, and developing investment strategies. The ideal candidate should have a background in financial planning, strong analytical skills, and attention to detail.

If you have at least 1 year of experience, excellent communication skills, and are proficient in financial planning software, we want to hear from you. Join us in our goal to deliver comprehensive wealth management services to our clients.

Paraplanner β€” Global Wealth Planning & Research in Lichfield employer: Hoxton Wealth

Hoxton Wealth is an exceptional employer that fosters a collaborative and supportive work culture in Lichfield, UK. We prioritise employee growth through continuous training and development opportunities, ensuring our team members thrive in their careers while contributing to our mission of delivering top-notch wealth management services. Join us for a rewarding experience where your skills are valued and your contributions make a real impact.

Hoxton Wealth

Contact Details:

Hoxton Wealth Recruitment Team

We think you need these skills to ace Paraplanner β€” Global Wealth Planning & Research in Lichfield

Financial Planning
Research and Analysis
Report Preparation
Investment Strategy Development
Analytical Skills
Attention to Detail
Communication Skills