Senior Financial Advisor

3 weeks ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

About Us:

Hoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management (AUM). 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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