Working at Roxton Wealth

Roxton Wealth is built by people who care about how financial advice actually works in real life.

We provide regulated financial and mortgage advice to individuals, families, and professionals across the UK, working within complex regulatory frameworks and real world client circumstances.

Based in London and serving clients across the UK, we provide financial and mortgage advice across a wide range of needs, including mortgages, protection, pensions, investments, equity release, long-term care planning, and holistic financial planning.

Our approach is grounded in clarity, responsibility, and long-term thinking. We value advice that fits people’s lives not systems that force people to fit into finance.

We are intentional about growth and thoughtful about who we work with.

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Delivering advice that genuinely improves people’s confidence and outcomes
Working within regulated environments where quality and suitability matter
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Working at Roxton Wealth means:

What It’s Like to Work Here

We work with complexity every day income structures, careers, life changes, and human behaviour and we take that responsibility seriously.

Taking a joined-up view of clients’ lives, not just isolated transactions
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Thinking beyond short-term wins and focusing on long-term relationships
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Being part of a firm that is building something durable, not transactional
Our process

Our Values

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Joined-Up Thinking

We believe financial advice works best when it considers the whole picture career,
income, family, lifestyle, and long-term goals, not disconnected products.

Step 01
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Built for Real Lives

Our advice is designed for real people with real pressures, not textbook scenarios or ideal conditions.

Step 02
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Doing Things Properly

We prioritise quality, suitability, and understanding over speed or volume. Advice should stand up to scrutiny from clients, regulators, and ourselves.

Step 03
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Regulation as Foundation

Regulation is not an obstacle to work around. It is part of how good advice is designed, delivered, and maintained.

Step 03
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Long-Term Perspective

We build relationships, careers, and systems with longevity in mind for our clients and for our team.

Step 03
Testimonials

Who We’re Interested In

Testimonials

Backgrounds May Include

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We’re interested in people who are:
  • Client-focused and ethically minded
  • Comfortable working in regulated environments
  • Detail-oriented and thoughtful in their approach
  • Curious about how people, money, and decision-making intersect
  • Able to take ownership while working collaboratively
You don’t need to fit a single mould. What matters most is how you think, how you treat responsibility, and how you approach advice.
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John Carter
New York, NY
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Testimonials

Backgrounds May Include

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Depending on role and experience, backgrounds may include:
  • Financial and mortgage advice
  • Paraplanning or technical support
  • Client services and operations
  • Compliance or regulatory support
  • Administrative or case management roles
As Roxton Wealth grows, so do the opportunities to specialise, develop, and take on greater responsibility.
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John Carter
New York, NY
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Current & Future Opportunities

We don’t always advertise roles publicly.
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As the firm continues to grow, opportunities may arise across:
  • Financial and mortgage advisory roles
  • Paraplanning and technical support
  • Client services and onboarding
  • Operations and case management
  • Compliance and regulatory support

We’re building for the long term and are always open to conversations with people who align with how we work.

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John Carter
New York, NY
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Portfolio

How to Get in Touch

If you’re interested in working at Roxton Wealth and feel aligned with our approach, we’d be happy to hear from you.

Please send your CV with a brief introduction to:

Portfolio
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