Wealth Planning Paraplanner & Portfolio Support in Lichfield

Wealth Planning Paraplanner & Portfolio Support in Lichfield

Lichfield Full-Time On-site
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Hoxton Wealth is seeking a highly skilled Paraplanner to support financial advisors in delivering comprehensive financial planning and investment advice to clients.

You will conduct research, prepare reports, and collaborate on investment strategies while maintaining client onboarding and ongoing account maintenance. This role requires strong analytical ability, detail orientation, and excellent communication in a fast-paced environment.

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Wealth Planning Paraplanner & Portfolio Support in Lichfield employer: The Hoxton

The Hoxton is an exceptional employer that fosters a vibrant work culture where creativity and collaboration thrive. With a focus on employee growth, we offer unique opportunities to engage in bold, culture-led initiatives while working in the heart of Londonโ€™s dynamic F&B scene. Join us to be part of a team that values community, innovation, and meaningful experiences for both locals and guests.

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Contact Details:

The Hoxton Recruitment Team

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