At a Glance
- Tasks: Deliver holistic financial planning and grow client relationships with full control.
- Company: Hoxton Wealth, a leading adviser-first wealth management firm.
- Benefits: Flexible operating models, full support, and long-term value creation.
- Why this job: Join a dynamic team and build something meaningful with real backing.
- Qualifications: FCA authorised Financial Advisers with an existing client bank.
- Other info: Structured support for onboarding and excellent career progression opportunities.
The predicted salary is between 60000 - 80000 £ per year.
Hoxton Wealth is a privately owned, adviser-first wealth management firm managing over $4bn in client assets globally, with a rapidly expanding UK footprint. We operate across London, Birmingham, Manchester, and Liverpool.
Our UK proposition is built for advisers who want:
- Full infrastructure without bureaucracy
- The ability to scale properly
- Long-term value creation beyond just annual income
This is not a join a network role. This is for advisers who want to build something meaningful with backing.
Who This Is For
- FCA authorised Financial Advisers
- Individuals with an existing client bank
- Advisers frustrated by:
- Admin-heavy environments
- Lack of real support
- Limited exit options
The Role
You will operate as a client-facing adviser with full control over:
- Client relationships
- Advice strategy
- Growth of your book
While leveraging Hoxton's infrastructure to:
- Remove operational drag
- Improve client outcomes
- Scale faster
Core Responsibilities
- Deliver holistic financial planning to HNW / mass affluent clients
- Manage and grow an existing client bank
- Build new client relationships (organic + referred)
- Maintain regulatory and compliance standards
- Collaborate with internal teams to enhance client experience
Support Infrastructure
You are backed by a fully integrated team:
- Compliance & Regulatory Oversight
- Paraplanning (UK-based)
- Administration Support Pods
- Investment Committee & CIP Options
- Operations & Client Servicing Teams
- In-house Tech & CRM
- Marketing & Lead Support
- Tax & Structuring Support (where required)
Flexible Operating Models (UK)
- Validation Model (0-15M) - Designed for advisers building or transitioning:
- Structured onboarding
- Full support across all functions
- Clear progression pathway
- Access to Hoxton client opportunities
- Established Adviser Model (15M+) - For advisers with a proven client bank:
- Dedicated paraplanning + admin support
- Flexibility across platform and provider usage (initially)
- Gradual alignment to Hoxton infrastructure
- Optional team build-out around you
- Powered by Hoxton Model (150M+) - For advisers or small firms with significant AUM:
- Operate under your own brand
- Separate P&L visibility
- Full access to Hoxton infrastructure
- Ability to scale a team beneath you
- Retain identity while leveraging institutional backing
Client Transition & Growth Support
- Structured support for client bank onboarding / novation
- Dedicated onboarding team to minimise disruption
- Tools to improve:
- Client engagement
- Review cycles
- Documentation efficiency
Long-Term Value
- Opportunity to build, scale, and eventually exit your book
- Access to internal succession and buy-out structures
- Ability to transition into leadership, acquisition, or strategic roles
Financial Advisor employer: Hoxton Wealth
Contact Detail:
Hoxton Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers, attend industry events, and join relevant online forums. The more people you know, the better your chances of landing that dream role.
✨Tip Number 2
Show off your expertise! Create content that showcases your knowledge in financial planning. Whether it's blog posts, videos, or social media updates, let potential employers see what you can bring to the table.
✨Tip Number 3
Don’t just apply – engage! When you find a role that excites you, reach out directly to the hiring manager or team. A quick message expressing your interest can set you apart from the crowd.
✨Tip Number 4
Leverage our website! We’ve got loads of resources and connections that can help you land that financial adviser role. Check it out and make the most of what we offer to boost your job search.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Advisor role at Hoxton Wealth. Highlight your experience with client relationships and financial planning, and show us how you align with our adviser-first approach.
Showcase Your Client Bank: If you've got an existing client bank, flaunt it! We want to see how you've managed and grown your relationships in the past. This is a key part of what we’re looking for, so don’t hold back!
Be Clear About Your Values: We’re all about long-term value creation, so let us know how you fit into that vision. Share your thoughts on building something meaningful and how you can contribute to our mission at Hoxton Wealth.
Apply Through Our Website: Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with Hoxton Wealth.
How to prepare for a job interview at Hoxton Wealth
✨Know Your Numbers
As a Financial Advisor, it's crucial to be well-versed in your financial metrics. Be prepared to discuss your existing client bank, growth strategies, and how you’ve improved client outcomes in the past. This shows that you understand the business side of wealth management.
✨Showcase Your Client-Centric Approach
Hoxton Wealth values advisers who prioritise client relationships. Prepare examples of how you've built and maintained strong client connections. Highlight any innovative strategies you've used to enhance client experiences and outcomes.
✨Understand the Infrastructure
Familiarise yourself with Hoxton's support systems and how they can help you scale your practice. Be ready to discuss how you would leverage their compliance, paraplanning, and marketing support to grow your book effectively.
✨Be Ready for Scenario Questions
Expect questions that assess your problem-solving skills in real-world scenarios. Think about challenges you've faced in previous roles, especially regarding admin-heavy environments or compliance issues, and how you overcame them. This will demonstrate your readiness to thrive in a dynamic setting.