Trang Truong
Ifa Administrator @Hoxton Wealth
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WORK HISTORY
Ifa Administrator @Hoxton Wealth
City Of London, GB
EDUCATION
University Of Economics Ho Chi Minh City
Bachelor's degree, Finance, General
Industrial University of HCMC
Bachelor of Engineering in Food Technology, Food Technology and Processing
ABOUT TRANG TRUONG
I am a Level 4 Diploma qualified professional with more than two years of experience in the financial planning industry. My background as an IFA Administrator and Trainee Paraplanner has given me a strong operational foundation and a deep understanding of the advice process. I am now looking to transition into a dedicated Paraplanning role where I can continue to build on my technical skills. I have practical experience supporting Financial Advisers with- Financial Planning Software: Developing a working knowledge of Voyant, FE Analytics, and CashCalc to support research and basic modeling- Suitability Support: Assisting in the drafting of compliant suitability reports and ensuring all client documentation meets high standards- Operational Excellence: Two years of experience managing client files, liaising with providers, and ensuring a smooth end-to-end advice journey. I am a detail-oriented professional who values accuracy and clear communication. Having achieved my Level 4 Diploma, I am eager to apply my knowledge to complex technical cases and grow into a highly skilled Paraplanner.
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