Senior Financial Advisor (Servicing existing book)

Job Openings Senior Financial Advisor (Servicing existing book)

About the job Senior Financial Advisor (Servicing existing book)

About Us :

Hoxton Wealth UK, established in 2018, is a leading financial services firm managing approximately £2 billion in assets under management (AUM). We are on a growth trajectory, aiming to reach £5 billion by 2027. Our operations span multiple jurisdictions, including the UK, UAE, EU, South Africa, Australia, and the USA.

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 :

What We Offer :

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