About the job Senior Financial Advisor (Servicing existing book)
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.
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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.
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