Trainee Wealth Planner in Birmingham

Company Overview

Hoxton Wealth is a fast-growing, global financial services firm operating across Cyprus, the US, UK, Dubai, South Africa, Australia and Asia. Managing over £4 billion in assets, we combine cutting‑edge technology with tax‑led financial planning to deliver smarter, more efficient wealth solutions for our clients. Our approach is simple: modern tools, expert advice and a global mindset. We help clients navigate complex cross‑border financial needs, build long‑term wealth and protect what matters most.

About the Opportunity

Location: Dubai (relocation required) work at the centre of a global business in one of the world’s most dynamic financial hubs. This is not your typical graduate role; it is a high‑performance career launchpad into international wealth management and it is not for everyone. As a Trainee Wealth Manager, you will start by mastering one of the most valuable skills in finance: generating opportunity. You will learn how to build relationships, create deal flow and develop a pipeline of high‑value clients across Hoxton’s specialist areas. From day one, you will be immersed in the industry, gaining exposure to investment strategy, financial planning, client advisory and technical structuring. This is a hands‑on role where performance drives progression. You will begin your journey in Dubai, working alongside experienced professionals in a fast‑paced, ambitious environment, while completing a structured 24–36 month training programme. This includes earning UK‑recognised financial qualifications and preparing to step into a fully‑fledged advisory role within one of our global offices. For the right person, this role offers rapid career acceleration, international mobility and uncapped earning potential.

What You Will Be Doing

• Engaging with prospective clients to understand their current financial situation, goals, and challenges
• Having meaningful conversations to identify whether Hoxton's services can add value
• Booking qualified meetings for senior advisors based on genuine client needs and suitability
• Building trust and long‑term relationships through professional, insightful communication
• Developing your knowledge of financial planning, investment solutions, and cross‑border structuring
• Supporting advisors in delivering tailored strategies aligned to each client's objectives
• Working towards becoming a fully qualified Financial Planner

This is a target‑driven role where consistency is key; you will be expected to secure at least one qualified meeting per day as a minimum standard.

What We Are Looking For

We're not focused on hiring experience; we are hiring mindset.

• Resilience: You stay consistent, professional and motivated while building relationships and developing opportunities over time
• Drive: You're competitive and motivated to outperform
• Work ethic: You are prepared to put in the hours to get results
• Communication: Confident, clear and professional on the phone
• Curiosity: You are eager to learn and develop new skills quickly
• Discipline: You can stick to structure, targets and routines
• Initiative: You don't wait to be told – you take action
• Professionalism: You present yourself well and communicate with credibility

Compensation & Progression

• Year 1 Salary: 9,000 AED/month Commission: 5% up to £100k, 10% above (rolling 12 months) Benefits: Visa + medical insurance
• Year 2 Salary: 10,000 AED/month Commission: 10% above £100k Benefits: Visa + medical insurance
• Year 3 Salary: 11,000 AED/month Commission: 10% above £100k Benefits: Visa + medical insurance

Performance Benchmarks

• 5+ hours talk time per week
• 5+ booked meetings
• 3+ completed meetings

Progression Targets

• 3 months: £1M AUM / 4 clients
• 6 months: £3M AUM / 6 clients / £40k revenue
• Year 1: £6M AUM / 16 clients / £100k revenue
• Year 2: £6M AUM / 25 clients / £200k revenue
• Year 3: £7.5M AUM / 30 clients / £250k revenue

Career Path

Successful completion of the programme leads to a Pathway Financial Planner role, a fully salaried advisory position with continued support as you transition into managing your own clients.