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 for a minimum of the first two years, making at least
100 calls daily
and 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 in our UK office , followed by relocation to our
Dubai office , where you will receive further 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 : £24,000 Commission : 5% gross commission on £0-£100,000; 10% on £100,000+ (rolling 12 months) Benefits : Visa and medical provided upon relocation to Dubai. Year Two Salary : £26,400 Commission : 10% gross commission on £100,000+ (rolling 12 months) Benefits : Visa and medical provided in Dubai. Year Three Salary : £28,800 Commission : 10% gross commission on £100,000+ (rolling 12 months) Benefits : Visa and medical provided in Dubai. Performance Expectations
To succeed, candidates must consistently meet these minimum weekly standards: 500 dials 5 hours of talk time 5 booked meetings 3 sat meetings Three-Month UK Training Program Target : £1,000,000 AUM / 4 new clients Six Months Target : £3,000,000 AUM / 6 new clients / £40,000 gross commission Year One Target : £6,000,000 AUM / 16 new clients / £100,000 gross commission Year Two Target : £6,000,000 AUM / 25 new clients / £200,000 gross commission Year Three Target : £7,500,000 AUM / 30 new clients / £250,000 gross commission 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.
#J-18808-Ljbffr
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 for a minimum of the first two years, making at least
100 calls daily
and 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 in our UK office , followed by relocation to our
Dubai office , where you will receive further 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 : £24,000 Commission : 5% gross commission on £0-£100,000; 10% on £100,000+ (rolling 12 months) Benefits : Visa and medical provided upon relocation to Dubai. Year Two Salary : £26,400 Commission : 10% gross commission on £100,000+ (rolling 12 months) Benefits : Visa and medical provided in Dubai. Year Three Salary : £28,800 Commission : 10% gross commission on £100,000+ (rolling 12 months) Benefits : Visa and medical provided in Dubai. Performance Expectations
To succeed, candidates must consistently meet these minimum weekly standards: 500 dials 5 hours of talk time 5 booked meetings 3 sat meetings Three-Month UK Training Program Target : £1,000,000 AUM / 4 new clients Six Months Target : £3,000,000 AUM / 6 new clients / £40,000 gross commission Year One Target : £6,000,000 AUM / 16 new clients / £100,000 gross commission Year Two Target : £6,000,000 AUM / 25 new clients / £200,000 gross commission Year Three Target : £7,500,000 AUM / 30 new clients / £250,000 gross commission 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.
#J-18808-Ljbffr
