Wealth Planning Paraplanner | Investment Strategy Support

Wealth Planning Paraplanner | Investment Strategy Support

Full-Time 40000 - 50000 Β£ / year (est.) No working from home possible
Hoxton Wealth

At a Glance

  • Tasks: Support financial advisors by conducting research and preparing detailed financial reports.
  • Company: Hoxton Wealth, a leading firm in financial planning and investment advice.
  • Benefits: Competitive salary, professional development, and a collaborative work environment.
  • Other info: Opportunity for growth in a fast-paced financial services industry.
  • Why this job: Join a dynamic team and make a real difference in clients' financial futures.
  • Qualifications: Bachelor's degree in Finance and 3 years of relevant experience required.

The predicted salary is between 40000 - 50000 Β£ per year.

Hoxton Wealth is seeking a Paraplanner in Greater London to support financial advisors in providing comprehensive financial planning and investment advice. The ideal candidate will have a Bachelor's degree in Finance or a related field and a strong background in financial planning.

Responsibilities include:

  • Conducting research
  • Preparing financial reports
  • Collaborating on investment strategies

The position requires excellent analytical skills and attention to detail, with candidates needing a minimum of 3 years of experience in a similar role.

Wealth Planning Paraplanner | Investment Strategy Support employer: Hoxton Wealth

Hoxton Wealth is an exceptional employer that fosters a collaborative and innovative work culture in the heart of Greater London. With a strong commitment to employee development, we offer extensive growth opportunities and support for professional qualifications, ensuring our team members thrive in their careers. Our focus on work-life balance and a supportive environment makes us an attractive choice for those seeking meaningful and rewarding employment in the financial planning sector.

Hoxton Wealth

Contact Details:

Hoxton Wealth Recruitment Team

We think you need these skills to ace Wealth Planning Paraplanner | Investment Strategy Support

Analytical Skills
Attention to Detail
Financial Planning
Investment Strategy
Research Skills
Report Preparation
Collaboration