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