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Wealth Planning Paraplanner & Portfolio

Job in Lichfield, Staffordshire, WS13, England, UK
Listing for: The Hoxton
Full Time position
Listed on 2026-10-20
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 30000 - 50000 GBP Yearly GBP 30000.00 50000.00 YEAR
Job Description & How to Apply Below

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.

We would love to welcome a new Wealth Planning Paraplanner & Portfolio Support to our group in Lichfield, England, United Kingdom.

We have an opening for a Wealth Planning Paraplanner & Portfolio Support in Lichfield, England, United Kingdom within Finance.

This role, Wealth Planning Paraplanner & Portfolio Support at The Hoxton, could be your next move.

Are you ready to take on the Wealth Planning Paraplanner & Portfolio Support role at The Hoxton?

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