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- Tasks: Learn to generate leads and provide financial planning services in a dynamic environment.
- Company: Join Hoxton Wealth, a global leader in innovative financial services.
- Benefits: Competitive salary, commission structure, and relocation support to Dubai.
- Other info: Structured training program with clear milestones and performance incentives.
- Why this job: Kickstart your career in wealth management with international exposure and mentorship.
- Qualifications: Resilience, confidence, and a minimum of sixth-form education required.
The predicted salary is between 24000 - 24000 ÂŁ per year.
Position: Trainee Wealth Manager
Hoxton Wealth is a global financial services firm with offices in key locations including Cyprus, the United States, the United Kingdom, Dubai, South Africa and Australia. The company leverages a tech and tax‑led approach to financial planning combining innovative technology solutions with deep expertise in tax‑efficient strategies to deliver comprehensive wealth management services. With over 3 billion in assets under management (AUM) Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross‑border financial planning and long‑term strategies for wealth growth and preservation.
About the Role
This is a challenging and highly demanding position that requires exceptional resilience and a strong work ethic. The Trainee Wealth Manager role begins with learning how to generate activity and create inbound and outbound leads within the specific areas of financial planning Hoxton specializes in. It is not for the faint‑hearted and requires unwavering commitment.
Candidates must be prepared for a phone‑based role securing at least one booking per day as a non‑negotiable minimum standard.
Throughout the role you will be exposed to various facets of the wealth management industry including investment management, paraplanning, client servicing and technical advice. There are performance‑based monthly incentives for those who consistently deliver results.
This role begins as a trainee position with a 24–36 month training program including obtaining UK financial qualifications to prepare you for a financial advisory role in one of our global offices. Additional qualifications may be required depending on your chosen region. The program starts with six months of structured training with relocation to our Dubai office where you will receive mentorship and hands‑on experience.
Key Skills and Attributes
To excel in this demanding role you will need :
- Resilience and Grit : The ability to push through tough challenges including rejection and maintain unwavering determination.
- Confidence and Competitiveness : A competitive spirit often demonstrated through high‑level sports or other pursuits paired with self‑assurance.
- Willingness to Learn : A hunger for knowledge and growth supported by examples of past learning and self‑improvement.
- Hardworking Nature : A proven track record of dedication and the ability to thrive in a high‑pressure environment.
- Effective Communication : A clear professional and articulate telephone manner.
- Intelligence and Education : A minimum of sixth‑form or college education to support financial comprehension.
- Discipline and Organization : A structured approach to daily tasks and routines with the ability to stick to demanding schedules.
- Entrepreneurial Drive : Initiative and a proactive mindset to tackle challenges and identify opportunities.
- Simplicity in Communication : The ability to convey complex concepts in a straightforward concise manner.
- Professional Appearance : A clean polished and professional demeanor.
- Persistence and Assertiveness : A fearless forward approach to achieving goals.
Salary and Progression
This is a structured three‑year program with clear milestones and incentives :
Year One
- Salary : 24000
- Commission : 5% gross commission on 0‑100000; 10% on 100000 (rolling 12 months)
- Benefits : Visa and medical provided upon relocation to Dubai.
Year Two
- Salary : 26400
- Commission : 10% gross commission on 100000 (rolling 12 months)
- Benefits : Visa and medical provided in Dubai.
Year Three
- Salary : 28800
- Commission : 10% gross commission on 100000 (rolling 12 months)
- Benefits : Visa and medical provided in Dubai.
Performance Expectations
To succeed candidates must consistently meet these minimum weekly standards :
- 5 hours of talk time
- 5 booked meetings
- 3 sat meetings
Training Program Targets
Three‑Month UK Training Program
- Target : AUM / 4 new clients
Six Months
- Target : AUM / 6 new clients / 40000 revenue
Year One
- Target : AUM / 16 new clients / 100000 revenue
Year Two
- Target : AUM / 25 new clients / 200000 revenue
Year Three
- Target : AUM / 30 new clients / 250000 revenue
Upon completion of this program successful candidates will transition to a Pathway Financial Planner role a salaried advisory position with comprehensive training for seamless advancement into financial advice.
This role is not for everyone but for those with the resilience determination and ambition to succeed it provides a unique opportunity to build a rewarding career in wealth management with international exposure.
Relocation to Dubai is essential for this position and offers an exciting opportunity to be at the heart of our operations.
Learn more about the financial planning space
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
Employment Type: Full Time
Experience: years
Vacancy: 1
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Trainee Wealth Manager employer: Hoxton Wealth
Contact Detail:
Hoxton Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Wealth Manager
✨Tip Number 1
Get your networking game on! Connect with professionals in the wealth management industry through LinkedIn or local events. We can’t stress enough how important it is to build relationships; you never know who might help you land that dream role!
✨Tip Number 2
Practice makes perfect! Before any interview, do some mock calls or role-plays with friends. This will help you nail that professional telephone manner we’re looking for and boost your confidence when it’s time to secure those bookings.
✨Tip Number 3
Stay informed about the latest trends in financial planning. Read up on tax-efficient strategies and investment management. The more knowledge you have, the better you’ll impress during interviews and conversations with potential clients.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and take the initiative to reach out directly.
We think you need these skills to ace Trainee Wealth Manager
Some tips for your application 🫡
Show Your Resilience: In your application, highlight experiences where you've faced challenges and pushed through. We want to see that you have the grit to handle tough situations, just like the role demands!
Be Confident and Competitive: Let your competitive spirit shine! Share examples from sports or other pursuits that demonstrate your confidence and drive. This will resonate well with us as we look for candidates who thrive in a high-pressure environment.
Communicate Clearly: Since this role involves a lot of phone work, make sure your written communication is clear and professional. We appreciate simplicity, so convey your thoughts concisely and effectively in your application.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Stuff
Before the interview, dive deep into Hoxton Wealth's services and their tech-led approach to financial planning. Familiarise yourself with key concepts in wealth management and be ready to discuss how you can contribute to their goals.
✨Show Your Resilience
This role demands grit and determination, so be prepared to share examples from your past where you've overcome challenges. Highlight your ability to handle rejection and maintain a positive attitude, as this will resonate well with the interviewers.
✨Communicate Clearly
Since this is a phone-based role, practice your telephone manner. Be articulate and professional in your responses, and ensure you can explain complex financial concepts simply. This will demonstrate your effective communication skills.
✨Demonstrate Your Drive
Hoxton Wealth values initiative and a proactive mindset. Share instances where you've taken the lead on projects or sought out learning opportunities. Show them that you're not just looking for a job, but are eager to grow and succeed in the wealth management industry.