Wealth Advisor
3 days ago
We 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 of high-value clients, developing strategies to enhance their wealth, and collaborating with cross-functional teams to deliver exceptional results.
Key Performance Indicators:
- Deliver exceptional client service, resulting in increased satisfaction and retention.
- Grow client assets through strategic advice and recommendations.
- Collaborate with acquisition teams to integrate new clients seamlessly.
- Develop and mentor junior advisors to drive talent growth.
Requirements:
- Level 4 qualification in Regulated Financial Planning or equivalent.
- Proven track record in financial advisory roles, managing large client portfolios.
- Excellent communication, interpersonal, and leadership skills.
Benefits:
- Competitive base salary (£90,000) plus performance-based bonuses.
- Comprehensive training and development programs.
- A dynamic, supportive work environment.
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