Trainee Wealth Planner in London

Energy Jobline ZR; 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 start in a phone-based role generating leads. This position offers a comprehensive training program, including relocation to Dubai, with competitive salaries and performance incentives. Ideal candidates will exhibit resilience, effective communication skills, and a strong work ethic while learning about wealth management. A unique chance to build a career in wealth management with international exposure.

Benefits

Visa and medical benefits upon relocation to Dubai

Performance-based monthly incentives

Qualifications

• Candidates must prepare for a phone-based role securing at least one booking per day.
• Must exhibit strong resilience and determination.
• Experience or aptitude for high-pressure environments.
• Clear and professional telephone communication required.

Responsibilities

• Generate inbound and outbound leads in financial planning.
• Complete a 24-36 month training program.
• Transition to a Pathway Financial Planner role post-training.

Skills

Resilience and Grit

Confidence and Competitiveness

Willingness to Learn

Hardworking Nature

Effective Communication

Intelligence and Education

Discipline and Organisation

Entrepreneurial Drive

Simplicity in Communication

Professional Appearance

Persistence and Assertiveness

Education

Minimum of sixth-form or college education

Job description

Position: Trainee Wealth Manager

Company Overview: 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 personalised 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 that Hoxton specialises 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 programme, 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 programme starts with relocation to our Dubai office, where you will receive mentorship and hands‑on experience.

Key Skills and Attributes

• 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 Organisation: 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 demeanour.
• Persistence and Assertiveness: A fearless, forward approach to achieving goals.

Salary and Progression

• 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

• Minimum weekly standards: 5 hours of talk time, 5 booked meetings, 3 seated meetings.
• Targets:
  • Three‑Month UK Training Programme Target: £1,000,000 AUM / 4 new clients.
  • Six Months Target: £3,000,000 AUM / 6 new clients / £40,000 revenue.
  • Year One Target: £6,000,000 AUM / 16 new clients / £100,000 revenue.
  • Year Two Target: £6,000,000 AUM / 25 new clients / £200,000 revenue.
  • Year Three Target: £7,500,000 AUM / 30 new clients / £250,000 revenue.
• Upon completion of this programme, 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: https://www.skool.com/hoxtonlife

If you are interested in applying for this job please press the Apply Button and follow the application process. Energy Jobline wishes you the very best of luck in your next career move.