Position: Partnered Paraplanner
Company Overview:
Hoxton Wealth is a highly successful financial advisory firm that specializes in managing assets for high net worth clients. With a strong focus on providing personalized and comprehensive financial planning services, our team is dedicated to helping our clients achieve their financial goals.
Job Overview:
We are seeking a Partnered Paraplanner to join our team and work closely with one of our top advisors who already has a substantial amount of assets under management (AUM). This is a fantastic opportunity for a motivated and experienced paraplanner to partner with a successful advisor and take their career to the next level.
Key Responsibilities:
- Collaborate with the advisor to develop and implement comprehensive financial plans for clients, including investment strategies, retirement planning, tax planning, and estate planning
- Conduct thorough research and analysis to support the advisor in making informed investment decisions
- Prepare and maintain client reports, presentations, and other materials as needed
- Communicate with clients to gather necessary information and ensure a high level of service and satisfaction
- Stay up-to-date on industry trends, regulations, and best practices to provide relevant and accurate advice to clients
- Assist in the development and training of junior paraplanners and support staff
Qualifications:
- Bachelor\'s degree in Finance, Accounting, or a related field
- Minimum of 3 years of experience as a paraplanner, preferably in a wealth management or financial planning firm
- Working knowledge of financial planning software and CRM systems
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Minimum level 4 qualified
Benefits:
- Competitive salary and bonus structure
- Professional development and training opportunities
- Collaborative and supportive work environment
If you are a driven and dedicated paraplanner looking for an exciting opportunity to work with a successful advisor and grow your career, we encourage you to apply for this position at Hoxton Wealth. We value diversity and are an equal opportunity employer.
Additional bonus structures