Financial Advisor

Hoxton Wealth is a privately owned, adviser-first wealth management firm managing over $5bn 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 (120M+) 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