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About Us:
Hoxton Wealth UK, established in 2018, is a leading financial services firm managing approximately £2 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.
Role Overview:
As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to support and grow our newly acquired client portfolios.
Key Responsibilities:
- Manage and service a portfolio of clients.
- Develop and implement strategies to grow client assets while providing exceptional service.
- Collaborate with acquisition teams to ensure seamless integration of new clients.
- Conduct regular portfolio reviews and provide proactive financial advice aligned with client goals.
- Build and maintain strong client relationships through effective communication and support.
- Stay updated on market trends and regulatory changes to provide informed advice.
- Contribute to the mentorship and development of junior advisors as needed.
Qualifications:
- Minimum Level 4 qualification (Diploma in Regulated Financial Planning).
- Proven experience managing a book of business exceeding £50 million.
- Strong track record in client servicing and asset growth.
- Excellent interpersonal and communication skills.
- Ability to work effectively in a collaborative team environment.
- Knowledge of regulatory frameworks across the UK and relevant jurisdictions.
What We Offer:
- Competitive salary with performance-based bonuses.
- Opportunities for professional development and career progression.
- A collaborative and supportive work environment.
