Wealth Management Professional
3 weeks ago
Hoxton Wealth UK is a forward-thinking financial services firm with a proven track record of growth and success. Our goal is to become a leading player in the global financial market.
We are seeking an experienced Senior Financial Advisor to join our UK acquisition teams and contribute to our continued expansion.
Key Responsibilities:
- Manage a diverse portfolio of clients with complex financial needs.
- Develop and implement tailored investment strategies to meet client goals.
- Collaborate with cross-functional teams to ensure seamless client onboarding.
- Provide proactive financial advice and guidance to clients.
- Build and maintain strong relationships with clients through excellent communication and customer service.
- Stay up-to-date with market trends and regulatory changes to provide expert advice.
- Contribute to the development of junior advisors and help them achieve their full potential.
Requirements:
- 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.
Benefits:
- A highly competitive salary of £80,000 - £100,000 per annum, plus performance-based bonuses.
- Opportunities for professional development and career progression.
- A collaborative and supportive work environment.
-
Strategic Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeWe are seeking a Strategic Wealth Management Professional to join our UK team at Hoxton Wealth.Company OverviewHoxton Wealth UK has been managing approximately £2 billion in assets since 2018. Our goal is to provide exceptional service to our clients.The RoleIn this role, you will be responsible for:Developing and implementing strategies to grow client...
-
Senior Wealth Management Professional
4 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth is a prominent financial services firm managing approximately £2 billion in assets under management.About the Role:This is an opportunity to join our UK acquisition teams as a Sr Financial Advisor.Key responsibilities include developing and implementing strategies for client asset growth.Collaborate with acquisition teams for seamless client...
-
Wealth Management Professional
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKA well-established financial services firm managing £2 billion in assets under management, we are committed to delivering exceptional results for our clients.The RoleWe 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...
-
Wealth Advisor
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeWe are Hoxton Wealth, a pioneering financial services firm driving growth and excellence in the industry.Our senior financial advisors play a vital role in supporting our UK acquisition teams, fostering strong relationships with clients, and driving portfolio growth.About the RoleAs a Senior Financial Advisor, you will be responsible for managing a portfolio...
-
Senior Wealth Management Professional
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob OpportunityWe are seeking an experienced Senior Financial Advisor to join our UK acquisition teams. As part of this role, you will work 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...
-
Senior Financial Advisory Professional
2 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK, an esteemed financial services firm, seeks a Senior Financial Advisor to join its team.About the RoleYou will work collaboratively with clients and colleagues to drive growth and develop long-term relationships.Key Accountabilities:Drive asset growth and improve client satisfaction through effective strategy implementation.Support...
-
Financial Services Manager
7 days ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Group Full timeHoxton Wealth Group seeks an experienced Financial Services Manager to lead our UK acquisition efforts.About the RoleYou will be responsible for developing and implementing strategies to drive client asset growth while delivering exceptional service.Cultivate strong relationships with clients and colleagues to achieve business objectives.Collaborate with...
-
Financial Services Director
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth UKHoxton Wealth UK, a leading financial services firm established in 2018, manages approximately £2 billion in assets under management (AUM). Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.
-
Solicitor - Private Wealth Management
3 weeks ago
St Albans, Hertfordshire, United Kingdom Insight Select Full timeIn this exciting role as a Solicitor - Private Wealth Management, you will play a key part in developing and delivering exceptional client experiences for our valued clients. You will have the opportunity to protect and manage current and future wealth through inheritance tax and estate planning.About the RoleProtecting and managing current and future wealth...
-
Wealth Management Advisor
2 weeks ago
St Albans, Hertfordshire, United Kingdom Clark Wood Full timeAs a Wealth Management Advisor with Clark Wood in St Albans, you will have the opportunity to work with a prestigious regional firm that is expanding its Private Client team. We are looking for an experienced professional to join our dynamic team and contribute to our success.Key AccountabilitiesDeliver expert advice on inheritance tax reviews and bespoke...
-
Wealth Management Advisor
7 days ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full timeWe are seeking an experienced Wealth Management Advisor to join our Click and Connect Online Limited team. The successful candidate will have a proven track record in providing expert financial advice and guidance to clients. This is an excellent opportunity for an ambitious individual to take their career to the next level within a reputable and rapidly...
-
Financial Growth Manager
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeJob Description:Hoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. As a Senior Financial Advisor, you will play a pivotal role in our UK acquisition teams, working collaboratively with clients and colleagues to support and grow newly acquired client portfolios.Key Responsibilities:Manage and...
-
Strategic Portfolio Manager
1 month ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Us:Hoxton Wealth UK, a leading financial services firm, was established in 2018. With approximately £2 billion in assets under management, we are on a growth trajectory aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.Role Overview:As a Strategic Portfolio...
-
Financial Services Manager
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeAbout Hoxton Wealth:We are a leading financial services firm, established in 2018, managing approximately £2 billion in assets under management. Our growth trajectory aims to reach £5 billion by [removed date] and spans multiple jurisdictions worldwide.Role OverviewThis position is integral to our UK acquisition teams, working collaboratively with clients...
-
International Wealth Management Specialist
6 days ago
St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full timePrestige IFA Jobs is a leading provider of financial planning and wealth management services. We are currently seeking a highly skilled International Wealth Management Specialist to join our team.About the CompanyWe are a dynamic and forward-thinking company that offers a fresh approach to financial planning and wealth management. Our team of experts has a...
-
Wealth Management Consultant
4 weeks ago
St Albans, Hertfordshire, United Kingdom Independent Resourcing Consultancy Ltd Full timeAbout Our ClientOur client is a forward-thinking financial advisory consultancy, committed to delivering innovative solutions for their clients' complex financial needs.Evaluate and advise on short-term and long-term financial objectives in areas such as pension planning, investment management, wealth creation, and legacy planning.Maintain high standards and...
-
Investment Advisory Specialist
3 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeSenior Financial Advisor RoleWe are seeking a skilled and experienced Senior Financial Advisor to join our UK acquisition teams at Hoxton Wealth UK.The ideal candidate will have a strong background in financial planning and wealth management, with a proven track record of success in managing complex client portfolios.Responsibilities:Manage and service a...
-
Wealth Management Assistant
3 weeks ago
St Albans, Hertfordshire, United Kingdom Click and Connect Online Limited Full time**Job Description**Click and Connect Online Limited is a leading provider of financial planning and investment solutions, serving international investors and expatriates across the globe. We are seeking a highly skilled and motivated Financial Services Administrator to join our team, providing administrative support to our financial advisors and ensuring the...
-
Strategic Financial Growth Expert
4 weeks ago
St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full timeHoxton Wealth UK has been established since 2018 and manages around £2 billion in assets under management.Job Description:To develop and execute plans that drive client asset growth.To work closely with acquisition teams to integrate new clients efficiently.To conduct regular portfolio reviews and provide tailored financial guidance.To stay up-to-date with...
-
Wealth Management Consultant
2 weeks ago
St Albans, Hertfordshire, United Kingdom Prestige IFA Jobs Full timeAbout Prestige IFA JobsWe are proud to provide our employees with the opportunity to gain comprehensive knowledge, skills, and qualifications necessary to deliver exceptional financial planning and wealth management services to expatriates globally. You will receive full support to achieve relevant qualifications alongside level 4 UK financial planning...