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About the Role

This challenging and demanding Trainee Wealth Manager role requires exceptional resilience and a strong work ethic. The position focuses on learning to generate inbound and outbound leads in financial planning, with a non-negotiable minimum standard of securing at least one booking per day via phone. The program includes exposure to investment management, paraplanning, client servicing, and technical advice, with performance-based monthly incentives. It is a 24-36 month training program, including obtaining UK financial qualifications, with an initial relocation to Dubai for mentorship and hands-on experience.

Responsibilities

Generate activity and create inbound and outbound leads within financial planning.
Secure at least one booking per day via phone.
Gain exposure to investment management, paraplanning, client servicing, and technical advice.
Achieve performance expectations including talk time, booked meetings, sat meetings, AUM, new clients, and revenue targets.

Requirements

Exceptional resilience and a strong work ethic.
Prepared for a phone-based role.
Unwavering commitment.
Minimum of sixth-form or college education.
Proven track record of dedication and ability to thrive in a high-pressure environment.
Discipline and organization with the ability to stick to demanding schedules.
Initiative and a proactive mindset.
Fearless, forward approach to achieving goals.

Skills

Resilience and Grit
Confidence and Competitiveness
Willingness to Learn
Hardworking Nature
Effective Communication
Intelligence
Discipline and Organization
Entrepreneurial Drive
Simplicity in Communication
Professional Appearance
Persistence and Assertiveness

Location

Dubai

Work Type

Full-time
Trainee Program
Relocation required

Experience Level

Trainee

Education Level

Sixth-form or college education

Salary/Compensations

Year One: 9,000 AED per month
Year Two: 10,000 AED per month
Year Three: 11,000 AED per month

Benefits

Performance-based monthly incentives
Visa and medical provided upon relocation to Dubai (Years 1-3)
Opportunity to obtain UK financial qualifications
Mentorship and hands-on experience
Pathway Financial Planner role upon program completion

About the Company

Hoxton Wealth is a global financial services firm with offices in Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia.
Leverages a tech and tax-led approach to financial planning.
Combines innovative technology solutions with deep expertise in tax-efficient strategies.
Delivers comprehensive wealth management services.
Has over $4 billion in assets under management (AUM).
Committed to helping clients achieve financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.