Wealth Management Professional

1 day ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time
About Hoxton Wealth UK

A well-established financial services firm managing £2 billion in assets under management, we are committed to delivering exceptional results for our clients.

The Role

We are seeking a skilled Senior Financial Advisor to join our team. Your primary focus will be on developing and implementing strategies to grow client assets while providing top-notch service.

Responsibilities
  1. Develop and implement strategies to grow client assets.
  2. Collaborate with our acquisition teams to ensure smooth integration of new clients.
  3. Conduct regular portfolio reviews and provide expert financial advice aligned with client goals.
  4. Stay up-to-date on market trends and regulatory changes to deliver informed advice.
Requirements and Benefits
  • Minimum Level 4 qualification (Diploma in Regulated Financial Planning).
  • Strong track record in client servicing and asset growth.
  • Competitive salary (£60,000 - £80,000) with performance-based bonuses.


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