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:
o Admin-heavy environments
o Lack of real support
o 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:
o Client engagement
o Review cycles
o 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