Job Description

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 Hoxton's 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