Investment Advisory Specialist

14 hours ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time
Senior Financial Advisor Role

We are seeking a skilled and experienced Senior Financial Advisor to join our UK acquisition teams at Hoxton Wealth UK.

The ideal candidate will have a strong background in financial planning and wealth management, with a proven track record of success in managing complex client portfolios.

Responsibilities:

  1. Manage and service a portfolio of high-net-worth clients with complex financial needs.
  2. Develop and implement tailored investment strategies to meet client objectives.
  3. Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery.
  4. Provide expert financial advice and guidance to clients, helping them achieve their long-term goals.
  5. Build and maintain strong relationships with clients through excellent communication and customer service.
  6. Stay up-to-date with market trends and regulatory changes to provide informed advice.
  7. Contribute to the development of junior advisors and help them achieve their full potential.

Requirements:

  • 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.

Compensation:

  • A highly competitive salary of £80,000 - £100,000 per annum, plus performance-based bonuses.
  • Opportunities for professional development and career progression.
  • A collaborative and supportive work environment.


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