Investment Advisory Specialist
14 hours ago
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:
- Manage and service a portfolio of high-net-worth clients with complex financial needs.
- Develop and implement tailored investment strategies to meet client objectives.
- Collaborate with cross-functional teams to ensure seamless client onboarding and service delivery.
- Provide expert financial advice and guidance to clients, helping them achieve their long-term goals.
- Build and maintain strong relationships with clients through excellent communication and customer service.
- Stay up-to-date with market trends and regulatory changes to provide informed advice.
- 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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