These are the ONLY 2 TYPES of Financial Planner Jobs in the UK

The Two Types of Financial Planner Roles at Hoxton Wealth

What does it take to thrive as a financial planner in the UK? At Hoxton Wealth, we’ve identified two distinct pathways for financial planners: Servicing Advisors and Growth Advisors.

🔹 Servicing Advisors: These professionals focus exclusively on delivering exceptional care to existing clients. From lifestyle financial planning to leveraging the Hoxton app, they ensure our clients feel valued while receiving top-notch advice.

🔹 Growth Advisors: On the flip side, this team drives business expansion. They excel at building networks, fostering relationships with introducers, and winning new clients, all while maintaining a focus on growth.

With two distinct strategies—organic growth and inorganic acquisitions—we're shaping the future of financial planning. This episode explores how these roles complement each other and the skills needed to excel in each path.

🎧 Learn more about Hoxton Wealth's innovative approach to financial planning by watching the full episode on Spotify, Apple Podcasts, or YouTube!