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
✨Tip Number 1
Network like a pro! Get out there and connect with other financial advisers and industry professionals. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. The more people you know, the better your chances of landing that dream role!
✨Tip Number 2
Showcase your expertise! Create content that highlights your knowledge in financial planning. Whether it’s writing articles, hosting webinars, or sharing insights on social media, let potential employers see what you can bring to the table. It’s all about making yourself stand out!
✨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. Express your interest and ask insightful questions about the company culture and growth opportunities. This shows initiative and can set you apart from other candidates.
✨Tip Number 4
Leverage our website! We’ve got loads of resources and job listings tailored for financial advisers like you. Make sure to check it out regularly and apply through us to maximise your chances of landing that perfect position at Hoxton Wealth!
We think you need these skills to ace Financial Advisor
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with what we're looking for at Hoxton Wealth. Highlight your FCA authorisation and any existing client relationships to show us you're the right fit!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial advising and how you can contribute to our mission of delivering exceptional client outcomes. Keep it personal and engaging!
Showcase Your Client Management Skills:Since you'll be managing and growing an existing client bank, make sure to include examples of how you've successfully built and maintained client relationships in the past. We want to see your approach to holistic financial planning!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you're keen on joining our team!
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 plan to leverage Hoxton's infrastructure to enhance client outcomes. This shows that you're not just about the numbers but also about strategic thinking.
✨Showcase Your Client Relationship Skills
Since you'll be managing and growing client relationships, come armed with examples of how you've successfully built rapport with clients in the past. Highlight your approach to holistic financial planning and how you tailor advice to meet individual client needs.
✨Understand the Company Culture
Hoxton Wealth prides itself on being adviser-first with minimal bureaucracy. Familiarise yourself with their values and how they support advisers. During the interview, express how your own values align with theirs and how you can contribute to a culture of collaboration and growth.
✨Prepare Questions That Matter
Interviews are a two-way street, so prepare insightful questions that demonstrate your interest in the role and the company. Ask about the support structures in place for advisers, opportunities for professional development, and how they envision the future of wealth management at Hoxton. This shows you're serious about building something meaningful.
