At a Glance
- Tasks: Deliver holistic financial planning and manage client relationships with full control.
- Company: Hoxton Wealth, a rapidly expanding wealth management firm with a supportive culture.
- Benefits: Flexible operating models, dedicated support teams, and long-term value creation opportunities.
- Other info: Dynamic environment with clear progression pathways and excellent growth potential.
- Why this job: Build something meaningful with the backing of a fully integrated team and infrastructure.
- Qualifications: FCA authorised Financial Advisers with an existing client bank.
The predicted salary is between 50000 - 70000 £ 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
Hoxton Wealth is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. With a strong focus on employee growth, we provide ample opportunities for professional development and advancement within the company. Located in a thriving area, our team enjoys a supportive environment that values each member's contributions to corporate governance.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Advisor
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hoxton Wealth. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hoxton Wealth.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hoxton Wealth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hoxton Wealth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hoxton Wealth.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hoxton Wealth will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hoxton Wealth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
