Financial Advisor
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Job Summary
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
- 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 Hoxtons 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)
1. 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
2. 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
3. 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
