At a Glance
- Tasks: Engage with clients, build relationships, and develop financial strategies.
- Company: Hoxton Wealth, a global financial services firm in dynamic Dubai.
- Benefits: Competitive salary, commission structure, visa, and medical insurance.
- Other info: Structured training programme leading to a fully qualified Financial Planner role.
- Why this job: Launch your career in international wealth management with rapid progression.
- Qualifications: Resilience, drive, strong communication skills, and a desire to learn.
The predicted salary is between 108000 - 132000 € per year.
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.
Trainee Wealth Planner in Newcastle upon Tyne employer: Hoxton Wealth
Hoxton Wealth is an exceptional employer, offering a unique opportunity to launch your career in wealth management within the vibrant financial hub of Dubai. With a strong focus on employee growth, you will benefit from a structured training programme that includes UK-recognised qualifications and the chance to work alongside industry experts, all while enjoying competitive compensation and uncapped earning potential. Our dynamic work culture fosters resilience, drive, and initiative, making it an ideal environment for ambitious individuals eager to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Wealth Planner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Get out there and connect with people in the finance industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. Building relationships is key to landing that Trainee Wealth Planner role.
✨Tip Number 2
Practice your pitch! You’ll need to engage with prospective clients, so make sure you can confidently communicate your value. Role-play with friends or family to refine your approach and get comfortable with those meaningful conversations.
✨Tip Number 3
Stay curious and keep learning! Dive into financial planning resources, read up on investment strategies, and stay updated on market trends. The more knowledgeable you are, the better you’ll connect with clients and demonstrate your expertise.
✨Tip Number 4
Apply through our website! We’re all about finding the right mindset, so show us your drive and resilience. Tailor your application to highlight your communication skills and initiative, and let’s get you started on this exciting journey!
We think you need these skills to ace Trainee Wealth Planner in Newcastle upon Tyne
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see that you're genuinely excited about starting a career in wealth management and how you can contribute to our team.
Tailor Your CV:Make sure your CV is tailored to the Trainee Wealth Planner position. Highlight any relevant skills or experiences that align with what we're looking for, like communication skills and a strong work ethic. We love seeing how you fit into our culture!
Craft a Compelling Cover Letter:Your cover letter is your chance to tell us why you're the perfect fit for Hoxton Wealth. Be personal, be professional, and don’t forget to mention why you’re interested in relocating to Dubai. We want to know what drives you!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive – a quality we really value!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Stuff
Before the interview, dive deep into Hoxton Wealth's services and the financial landscape. Understand their approach to wealth management and be ready to discuss how you can contribute to their mission of delivering smarter wealth solutions.
✨Showcase Your Mindset
Since they're hiring for mindset over experience, come prepared to demonstrate your resilience, drive, and curiosity. Share examples from your past where you've shown initiative or overcome challenges, highlighting your work ethic and discipline.
✨Practice Your Communication Skills
As a Trainee Wealth Planner, clear and professional communication is key. Practice articulating your thoughts on financial planning and investment strategies. You might even role-play client conversations to build confidence in your delivery.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the role and the company. Inquire about their training programme, the types of clients you'll engage with, or how they measure success in this position. This not only shows your enthusiasm but also helps you gauge if it's the right fit for you.
