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For Companies At a Glance
- Tasks: Join a dynamic team to provide innovative financial planning and client support.
- Company: Fast-growing advisory firm with a client-first approach and cutting-edge technology.
- Benefits: Competitive salary, revenue share options, and extensive support for your growth.
- Other info: Opportunities for career growth and tailored packages based on your goals.
- Why this job: Make a real impact in clients' lives while enjoying a collaborative culture.
- Qualifications: Level 4 Diploma in Regulated Financial Planning and a passion for client outcomes.
The predicted salary is between 60000 - 80000 £ per year.
Hoxton Wealth is one of the fastest-growing advisory businesses in the world, with over $4.4B under management and 400+ staff across 8 regions. We are independently owned, client and advisor first, and have invested tens of millions in proprietary technology that genuinely changes how advisors work. We are looking for ambitious UK financial planners to join our growing domestic team.
Why Hoxton
- Technology that gives you time back, built by our 20+ in-house developers.
- TriggerFish cuts suitability reports by up to 70%.
- Our Wealth App has 13,500+ active users tracking over $10B in assets.
- WealthFlow cashflow modelling allows clients to see their plan visually.
Culture and Support
- A culture with three non-negotiables: Growth Mindset, No Ego, Hard Working.
- Collaboration over competition, with every decision starting with what's best for the client and the advisor.
- Real support from day one, including a dedicated compliance team and in-house paraplanning.
- Admin support and recruitment support to build your team.
Advisor Packages — Guideline
- Client Servicing — Salary-led with 10% revenue bonus.
- Validation — Salary + 2.5x validation + 40% revenue share.
- Revenue Share — 60% revenue share for advisors with existing AUM.
- Powered By Hoxton — 75–85% revenue share for advisors with £150M+ who want to run their own P&L.
Across all packages:
- LTIP share incentive scheme for contributing staff.
- Book buy-outs at 3–4x recurring revenue at your discretion.
- Full compliance, paraplanning, admin, and ops support.
What We're Looking For
- Level 4 Diploma in Regulated Financial Planning (or equivalent).
- FCA authorised or ready to be authorised.
- Genuine passion for client outcomes.
- Nice to have: Chartered status, existing book, platform, interest in cross-border work.
How to Apply
This starts with a conversation, not a CV screening. We want to understand your goals and show you how Hoxton can support the next chapter of your career.
Senior Financial Planner employer: Hoxton Wealth
Contact Detail:
Hoxton Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Planner
✨Tip Number 1
Get ready to chat! When you apply through our website, be prepared for a conversation that dives into your goals and aspirations. We want to know what makes you tick and how we can help you thrive at Hoxton.
✨Tip Number 2
Show us your passion! During interviews, let your enthusiasm for client outcomes shine through. We’re all about putting clients first, so share examples of how you've made a difference in your previous roles.
✨Tip Number 3
Do your homework on our tech! Familiarise yourself with our proprietary tools like TriggerFish and WealthFlow. Being knowledgeable about how these can enhance your advisory role will impress us and show you're serious about joining the team.
✨Tip Number 4
Network like a pro! Connect with current advisors at Hoxton on LinkedIn or attend industry events. Building relationships can give you insights into our culture and help you stand out when it comes time for your interview.
We think you need these skills to ace Senior Financial Planner
Some tips for your application 🫡
Be Yourself: When you're writing your application, let your personality shine through! We want to get to know the real you, so don’t be afraid to show your passion for financial planning and how you can contribute to our team.
Tailor Your Application: Make sure to customise your application to reflect how your skills and experiences align with what we're looking for. Highlight your achievements in client servicing or building a book, as these are key areas for us at Hoxton Wealth.
Showcase Your Tech Savvy: Since we’ve invested heavily in technology, it’s a great idea to mention any experience you have with financial planning tools or software. Let us know how you’ve used tech to enhance your client interactions or streamline your processes.
Keep It Conversational: Remember, this isn’t just about ticking boxes. We’re keen on having a chat rather than a formal CV screening. So, write your application in a friendly tone that invites conversation and shows your eagerness to join our growing team!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your understanding of financial metrics and client portfolios. Brush up on key figures related to your past experiences, such as AUM growth or client retention rates, and be ready to discuss how you achieved them.
✨Showcase Your Tech Savvy
Hoxton Wealth prides itself on its proprietary technology. Familiarise yourself with tools like TriggerFish and WealthFlow, and be prepared to discuss how you’ve used technology in your previous roles to enhance client service and streamline processes.
✨Emphasise Collaboration
With a culture that values collaboration over competition, highlight your experience working in teams. Share examples of how you’ve supported colleagues or contributed to a team’s success, aligning with Hoxton's non-negotiables of growth mindset and hard work.
✨Prepare Your Business Plan
If you're looking to build your own book, come prepared with a rough outline of your business plan. Discuss your goals, target clients, and strategies for growth. This shows initiative and aligns with Hoxton's commitment to holding advisors accountable for their success.