Portfolio Growth Specialist

3 days ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

Hoxton Wealth is a trailblazing financial services firm dedicated to delivering exceptional outcomes for our clients.

Our Senior Financial Advisors form the backbone of our success, leveraging their expertise to drive growth, build trust, and foster long-lasting relationships.

The Opportunity

As a seasoned financial advisor, you will oversee a diverse portfolio of clients, crafting bespoke strategies to maximize their wealth and navigate the complexities of the financial landscape.

Main Responsibilities:

  • Develop and implement tailored financial plans, ensuring alignment with clients' objectives.
  • Provide expert guidance on investment, tax, and estate planning strategies.
  • Collaborate with internal stakeholders to identify opportunities for growth and improvement.
  • Mentor junior advisors to develop their technical skills and confidence.

Essential Requirements:

  • Diploma in Regulated Financial Planning (or equivalent).
  • Substantial experience in financial advisory roles, managing complex client portfolios.
  • Exceptional communication, analytical, and problem-solving skills.

What's On Offer:

  • A competitive base salary (£100,000) and bonus structure.
  • Ongoing training and development programs to enhance your skills.
  • A stimulating, supportive work environment that fosters collaboration and innovation.
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