Partnered Paraplanner
Dubai, United Arab Emirates Partnered Paraplanner
About the job Partnered Paraplanner
Position: Partnered Paraplanner
Company Overview:
Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With around £2 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.
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.
