Hoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK Middle East and Asia were focused on acquiring and integrating quality advisory businesses into our platform all while maintaining a people-first high-integrity culture.
Role Overview
We are looking for a strategic and execution-driven individual to support both the pre-deal evaluation and post-acquisition integration of financial planning businesses.
You will be responsible for building models supporting due diligence and managing acquisition workstreams pre-close then ensuring acquired businesses are fully integrated into our operations culture and technology stack post-close.
This is a high-impact role working directly with the leadership team offering autonomy variety and the opportunity to shape how we scale.
Key Responsibilities Pre-Merger (Origination to Completion)
Build and manage detailed financial models for target businesses (EBITDA revenue splits adviser performance earn-out scenarios)
Conduct commercial and operational analysis as part of deal assessment
Support deal structuring term sheet drafting and investor/board presentations
Coordinate with legal compliance and finance through each stage of diligence
Post-Merger Integration
Design and deliver 100-day integration plans across technology compliance people and culture
Work with regional leaders and acquired principals to ensure smooth transition and adviser retention
Lead onboarding to group systems (CRM reporting compliance workflows)
Create dashboards and processes to track performance integration risks and milestones
What Were Looking For
Background in consulting transaction services M&A or corporate finance
Seeking a candidate with Big 4 experience to ensure high-level financial rigor M&A exposure and best-in-class reporting standards.
Strong experience in financial planning insurance or broader financial services
Exceptional financial modelling commercial analysis and project management skills
Ability to work across functional teams and influence stakeholders at all levels
Comfortable leading both strategic thinking and hands-on execution
A mindset that thrives in growth-stage fast-paced international businesses
What Youll Get
Direct exposure to board-level M&A strategy and execution
A leadership position in a growing forward-thinking wealth business
International exposure and the chance to work across multiple markets
A collaborative entrepreneurial environment with a focus on results and integrity
Location: Dubai / Hybrid Reports to: Revenue Director & CFO Type: Full-Time Permanent About the BusinessHoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK Middle East and Asia were ...
Location: Dubai / Hybrid
Reports to: Revenue Director & CFO
Type: Full-Time Permanent
About the Business
Hoxton Wealth is redefining how international wealth management grows combining strong organic performance with a clear acquisition strategy. With offices across the UK Middle East and Asia were focused on acquiring and integrating quality advisory businesses into our platform all while maintaining a people-first high-integrity culture.
Role Overview
We are looking for a strategic and execution-driven individual to support both the pre-deal evaluation and post-acquisition integration of financial planning businesses.
You will be responsible for building models supporting due diligence and managing acquisition workstreams pre-close then ensuring acquired businesses are fully integrated into our operations culture and technology stack post-close.
This is a high-impact role working directly with the leadership team offering autonomy variety and the opportunity to shape how we scale.
Key Responsibilities Pre-Merger (Origination to Completion)
Build and manage detailed financial models for target businesses (EBITDA revenue splits adviser performance earn-out scenarios)
Conduct commercial and operational analysis as part of deal assessment
Support deal structuring term sheet drafting and investor/board presentations
Coordinate with legal compliance and finance through each stage of diligence
Post-Merger Integration
Design and deliver 100-day integration plans across technology compliance people and culture
Work with regional leaders and acquired principals to ensure smooth transition and adviser retention
Lead onboarding to group systems (CRM reporting compliance workflows)
Create dashboards and processes to track performance integration risks and milestones
What Were Looking For
Background in consulting transaction services M&A or corporate finance
Seeking a candidate with Big 4 experience to ensure high-level financial rigor M&A exposure and best-in-class reporting standards.
Strong experience in financial planning insurance or broader financial services
Exceptional financial modelling commercial analysis and project management skills
Ability to work across functional teams and influence stakeholders at all levels
Comfortable leading both strategic thinking and hands-on execution
A mindset that thrives in growth-stage fast-paced international businesses
What Youll Get
Direct exposure to board-level M&A strategy and execution
A leadership position in a growing forward-thinking wealth business
International exposure and the chance to work across multiple markets
A collaborative entrepreneurial environment with a focus on results and integrity