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For Companies At a Glance
- Tasks: Join a dynamic team to provide innovative financial planning solutions for clients.
- Company: Hoxton Wealth, a fast-growing advisory firm with a client-first approach.
- Benefits: Competitive salary, revenue share options, and extensive support from day one.
- Other info: Opportunities for career growth and tailored packages based on your goals.
- Why this job: Be part of a culture that values growth, collaboration, and client success.
- 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: TriggerFish cuts suitability reports by up to 70%. Our Wealth App has 13,500+ active users tracking over $10B in assets. WealthFlow cashflow modelling lets clients see their plan visually.
Culture and Support
- A culture with three non-negotiables: Growth Mindset, No Ego, Hard Working.
- Collaboration over competition. Every decision starts with what's best for the client and the advisor.
- Real support from day one: Dedicated compliance team, in-house paraplanning, full novation support with eKYC, admin support, and recruitment support to build your team.
Advisor Packages — Guideline
- Client Servicing: Salary-led with 10% revenue bonus. We give you a book of clients to service.
- Validation: Salary + 2.5x validation + 40% revenue share for advisors ready to build their own book.
- 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 to know Hoxton Wealth inside out! Research their culture, values, and the tech they use. When you chat with them, show that you’re not just another candidate but someone who genuinely gets what they’re about.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Having a friendly face in the company can give you an edge and help you understand what they really value in a financial planner.
✨Tip Number 3
Prepare for your conversations by thinking about how your experience aligns with their needs. Be ready to discuss your client servicing strategies and how you can leverage their tech to enhance client outcomes.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, it shows you’re serious about joining the Hoxton team!
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 any relevant achievements or experiences that demonstrate your growth mindset and hard-working nature.
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 client outcomes in your previous roles!
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 start the conversation about how you can fit into our growing team at Hoxton Wealth!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Numbers
As a Senior Financial Planner, you’ll need to demonstrate your financial acumen. Brush up on key metrics related to client portfolios and be ready to discuss how you've successfully managed assets in the past. This shows you’re not just about theory but have practical experience.
✨Emphasise Client Outcomes
Hoxton Wealth is all about client-first approaches. Prepare examples of how you've positively impacted client outcomes in previous roles. Highlight your passion for helping clients achieve their financial goals, as this aligns perfectly with the company’s ethos.
✨Showcase Your Tech Savvy
With Hoxton's investment in proprietary technology, it’s crucial to show that you’re comfortable using tech tools. Familiarise yourself with any relevant software or platforms you’ve used before, and be ready to discuss how technology has improved your efficiency in client servicing.
✨Demonstrate a Growth Mindset
The culture at Hoxton values growth and collaboration. Be prepared to share instances where you’ve embraced challenges, learned from failures, or sought feedback to improve. This will resonate well with their non-negotiable values and show you’re a great fit for their team.