Trainee Wealth Manager

Hoxton Wealth; City Of London; Remote; GBP 24,000 - 29,000; Full time

Job summary

A global financial services firm is seeking a Trainee Wealth Manager to join their structured three-year training program. This demanding role focuses on generating leads in financial planning and requires strong resilience and determination. Candidates will receive comprehensive training and have the opportunity to relocate to Dubai for hands-on experience. A competitive salary starts at £24,000 with performance-based incentives.

Benefits

Visa and medical provided upon relocation to Dubai

Qualifications

• Candidates need to have a minimum of sixth-form education to support financial comprehension.
• Demonstrated capabilities in resilience, grit, and hard work are essential.

Responsibilities

• Generate activity and create inbound and outbound leads within financial planning.
• Secure at least one booking per day as a non-negotiable standard.
• Receive training in various facets of wealth management including investment management.

Skills

Resilience and Grit

Effective Communication

Entrepreneurial Drive

Willingness to Learn

Discipline and Organization

Professional Appearance

Persistence and Assertiveness

Hardworking Nature

Education

Minimum of sixth-form or college education

Job description

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