Wealth Advisor

3 days ago


St Albans, Hertfordshire, United Kingdom Hoxton Wealth Full time

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 Role

As 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:

  1. Deliver exceptional client service, resulting in increased satisfaction and retention.
  2. Grow client assets through strategic advice and recommendations.
  3. Collaborate with acquisition teams to integrate new clients seamlessly.
  4. 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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