Financial Portfolio Manager
1 day ago
About Hoxton Wealth UK:
We are a leading financial services firm managing £2 billion in assets under management. Our goal is to reach £5 billion by 2027, with operations spanning multiple jurisdictions.
**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 a portfolio of clients, delivering exceptional service and strategic growth.
- Collaborate with acquisition teams for seamless integration of new clients.
- Conduct regular portfolio reviews and provide proactive financial advice.
- Maintain strong client relationships through effective communication.
- Stay updated on market trends and regulatory changes.
- Mentor junior advisors as needed.
**Qualifications and Experience:**
- 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.
- Knowledge of regulatory frameworks across the UK and relevant jurisdictions.
**What We Offer:**
- A competitive salary of £70,000-£100,000, plus performance-based bonuses.
- Opportunities for professional development and career progression.
- A collaborative and supportive work environment.
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