Senior Financial Advisor (Servicing existing book)

Job Openings Senior Financial Advisor (Servicing existing book)

About the job Senior Financial Advisor (Servicing existing book)

Company Overview:

Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, and Australia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over £2.5 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Role Overview:

As a Senior Financial Advisor, you will be integral to our UK acquisition teams, working collaboratively with clients and colleagues to support and grow our newly acquired client portfolios.

Key Responsibilities:

• Manage and service a portfolio of clients.
• Develop and implement strategies to grow client assets while providing exceptional service.
• Collaborate with acquisition teams to ensure seamless integration of new clients.
• Conduct regular portfolio reviews and provide proactive financial advice aligned with client goals.
• Build and maintain strong client relationships through effective communication and support.
• Stay updated on market trends and regulatory changes to provide informed advice.
• Contribute to the mentorship and development of junior advisors as needed.

Qualifications:

• Proven experience managing a book of business exceeding £50 million.
• Strong track record in client servicing and asset growth.
• Excellent interpersonal and communication skills.
• Ability to work effectively in a collaborative team environment.
• Knowledge of regulatory frameworks across the UK and relevant jurisdictions.

What We Offer:

• Competitive salary with performance-based bonuses.
• Opportunities for professional development and career progression.
• A collaborative and supportive work environment.