"Intrapreneurial" Financial Planners: Jonathon Jay on Careers at Hoxton Wealth UK

Oct 7, 2024

Jonathon Jay, Managing Director of Hoxton Wealth UK, shares insights on his transformational journey with the company. He discusses ambitious growth plans involving strategic acquisitions to boost assets under management by billions. The conversation highlights two exciting roles for financial planners: those focusing on client retention post-acquisition and proactive planners eager to expand their networks. They also explore new remuneration structures and lifestyle financial planning, balancing client values with wealth management.

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INSIGHT

Dual Growth Strategy Explained

Hoxton Wealth pursues a dual growth strategy: inorganic through acquisitions and organic through proactive client growth by advisors.
These distinct roles match different advisor skill sets and ambitions for optimal organizational impact.

ADVICE

Pathways for Servicing Advisors

New advisors without clients or networks can start by servicing existing clients to build skills.
Some advisors prefer focusing on client service rather than growth, and Hoxton welcomes both.

INSIGHT

Innovative Advisor Remuneration Approach

Hoxton Wealth offers a new remuneration structure with a solid base salary plus performance bonuses linked to client servicing KPIs.
Employees also benefit from a long-term incentive plan sharing in the company's future growth.

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Join Sam Oakes, Head of Creative at Hoxton Wealth, and Jonathon Jay, Managing Director of the UK, in this engaging episode of the Hoxton Life podcast as they discuss the ambitious expansions at Hoxton Wealth. Jonathon shares insights on his remarkable success since joining, including strategic acquisition plans to grow our assets under management by billions within the next few years. We also celebrate the opening of new offices in key locations such as St. Albans, London, the Midlands, Liverpool, and South Wales, enhancing our nationwide presence. Moreover, our UK team has significantly expanded, doubling in headcount to address our growing client base and operations.

In this episode, we're specifically focusing on the dynamic roles available for financial planners ready to make a significant impact:

Inorganic Financial Planner Roles: Ideal for those who excel in client management, these roles involve nurturing and retaining clients brought into the business through acquisitions, ensuring they receive the utmost care and attention.
Organic Financial Planner Roles: Geared toward proactive financial planners eager to grow their client lists through effective networking and new partnerships. This role is perfect for those with an entrepreneurial spirit looking to leverage a supportive and resource-rich environment to expand their business reach.

We also delve into the concept of "intrapreneurialism" within Hoxton Wealth, encouraging financial planners to build long-term value, a personal legacy, and capital value while enjoying the backing of our well-established wealth tech company. We support our Financial Planners in growing their businesses by following a plug-and-play methodology that helps numerous advisors push through growth ceilings often experienced in other firms or self-employment. If you are interested in speaking to our recruitment team, please click here

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

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