Financial Planner - Partner Buyout Team

Hoxton Wealth Group; Greater London; On-site; GBP 45,000 - 65,000; Full time

Job summary

Hoxton Wealth Group is seeking a qualified financial planner to retain and grow a client bank, delivering holistic financial planning. You will integrate financial, tax and legal planning to meet client objectives and use the firm’s investment proposition to maximise outcomes.

The role requires UK regulatory experience and a client-first attitude with strong communication and analytical skills to build flexible plans.

Qualifications

• QCF Level 4 qualification as a minimum.
• Previous Financial Planning experience in a UK regulated firm.
• A genuine client-first attitude and focus on outcomes.
• Excellent communication; explain complex concepts clearly to clients.
• Strong questioning, listening, and cashflow analysis to build flexible financial plans.

Responsibilities

• Retain and grow a client bank allocated by the business.
• Deliver holistic financial planning services for clients’ objectives.
• Draw together financial, tax, and legal planning in one place.
• Generate client referrals and cross referrals to in-house teams.
• Maximise use of the HWM Centralised Investment Proposition.

Skills

Client relationship management

Holistic financial planning

Cashflow analysis

Regulatory knowledge

Cross-referrals

Education

QCF Level 4

Job description

About Hoxton Wealth

Hoxton Wealth is a global financial planning firm with over $5 billion in client assets and offices across the UK, US, Cyprus, Dubai, South Africa, Australia and Asia. We combine cross-border tax expertise with proprietary technology to deliver financial planning to expats and internationally-mobile clients in every major market.

Job Summary

Hoxton WM is a global wealth management company, regulated in almost all of the key financial markets around the world.

The company has grown significantly in recent years, and that growth has led to new planner opportunities in the Partner Buyout team.

The main role of the team is to give a high standard of holistic financial planning to existing clients of the business.

Key Responsibilities

To retain and grow a client bank that will be allocated to you by the business.

Deliver a holistic financial planning service to those clients, clearly defining their financial objectives and drawing together all their financial, tax and legal planning in one place.

Generate client referrals, as well as cross referrals to our in-house tax and legal teams.

Maximise use of the HWM Centralised Investment Proposition.

Work within the compliance framework set by Hoxton WM and the wider regulatory environment.

Key Skills/Experience

QCF Level 4 qualified as a minimum.

Previous Financial Planning experience in a UK regulated firm.

A genuine client first attitude - great client outcomes come before anything else.

Great communication skills and the ability to explain complex concepts in a way that clients can understand.

Solid core skills -the ability to ask good questions and listen actively/fact find well/use cashflow analysis and other tools to build effective and flexible financial plans.