Financial Services Senior Associate: Portfolio Growth Specialist

5 days ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

Hoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management. As a key member of our UK acquisition teams, you will collaborate with clients and colleagues to drive growth and success.

Key Responsibilities:
  • Strategic Asset Growth: Develop and implement strategies to increase client assets while delivering exceptional service.
  • Client Integration: Collaborate with acquisition teams to ensure seamless integration of new clients.
  • Portfolio Management: Conduct regular portfolio reviews and provide proactive financial advice aligned with client goals.
  • Market Expertise: Stay updated on market trends and regulatory changes to offer informed guidance.
  • Certification Requirement: Possess a minimum Level 4 qualification (Diploma in Regulated Financial Planning).
  • Strong Track Record: Demonstrate a strong track record in client servicing and asset growth.
  • Regulatory Knowledge: Possess knowledge of regulatory frameworks across the UK and relevant jurisdictions.

A competitive salary with performance-based bonuses is offered, along with opportunities for professional development and career progression at Hoxton Wealth UK.



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