Wealth Management Professional

3 weeks ago


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

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:

  1. Manage a diverse portfolio of clients with complex financial needs.
  2. Develop and implement tailored investment strategies to meet client goals.
  3. Collaborate with cross-functional teams to ensure seamless client onboarding.
  4. Provide proactive financial advice and guidance to clients.
  5. Build and maintain strong relationships with clients through excellent communication and customer service.
  6. Stay up-to-date with market trends and regulatory changes to provide expert advice.
  7. 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.


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