Skip to main content

Trainee Wealth Planner

Birmingham
0
Permanent

Position: Trainee Financial Adviser - Entry Level



Company Overview


Hoxton Wealth is a fast-growing, global financial services firm operating across Cyprus, the US, UK, Dubai, South Africa, Australia and Asia. Managing over £4 billion in assets, we combine cutting-edge technology with tax-led financial planning to deliver smarter, more efficient wealth solutions for our clients.



Our approach is simple: modern tools, expert advice and a global mindset. We help clients navigate complex cross-border financial needs, build long-term wealth and protect what matters most.



About the Opportunity



Location: Dubai (relocation required) work at the centre of a global business in one of the world's most dynamic financial hubs.


This is not your typical graduate role, it is a high-performance career launchpad into international wealth management and it is not for everyone.



As a Trainee Wealth Manager, you will start by mastering one of the most valuable skills in finance: generating opportunity. You will learn how to build relationships, create deal flow and develop a pipeline of high-value clients across Hoxton's specialist areas.



From day one, you will be immersed in the industry, gaining exposure to investment strategy, financial planning, client advisory and technical structuring. This is a hands-on role where performance drives progression.



You will begin your journey in Dubai, working alongside experienced professionals in a fast-paced, ambitious environment, while completing a structured 24–36 month training programme. This includes earning UK-recognised financial qualifications and preparing to step into a fully-fledged advisory role within one of our global offices.



For the right person, this role offers rapid career acceleration, international mobility and uncapped earning potential.



What You Will Be Doing
  • Engaging with prospective clients to understand their current financial situation, goals, and challenges
  • Having meaningful conversations to identify whether Hoxton's services can add value
  • Booking qualified meetings for senior advisors based on genuine client needs and suitability
  • Building trust and long-term relationships through professional, insightful communication
  • Developing your knowledge of financial planning, investment solutions, and cross-border structuring
  • Supporting advisors in delivering tailored strategies aligned to each client's objectives
  • Working towards becoming a fully qualified Financial Planner



This is a target-driven role where consistency is key, you will be expected to secure at least one qualified meeting per day as a minimum standard.



What We Are Looking For


We're not focused on hiring experience, we are hiring mindset.


  • Resilience: You stay consistent, professional and motivated while building relationships and developing opportunities over time
  • Drive: You're competitive and motivated to outperform
  • Work ethic: You are prepared to put in the hours to get results
  • Communication: Confident, clear and professional on the phone
  • Curiosity: You are eager to learn and develop new skills quickly
  • Discipline: You can stick to structure, targets and routines
  • Initiative: You don't wait to be told - you take action
  • Professionalism: You present yourself well and communicate with credibility



Compensation & Progression



Year 1
  • Salary: 9,000 AED/month
  • Commission: 5% up to £100k, 10% above (rolling 12 months)
  • Benefits: Visa + medical insurance



Year 2
  • Salary: 10,000 AED/month
  • Commission: 10% above £100k
  • Benefits: Visa + medical insurance



Year 3
  • Salary: 11,000 AED/month
  • Commission: 10% above £100k
  • Benefits: Visa + medical insurance



Performance Benchmarks


  • 5+ hours talk time per week
  • 5+ booked meetings
  • 3+ completed meetings



Progression Targets


  • 3 months: £1M AUM / 4 clients
  • 6 months: £3M AUM / 6 clients / £40k revenue
  • Year 1: £6M AUM / 16 clients / £100k revenue
  • Year 2: £6M AUM / 25 clients / £200k revenue
  • Year 3: £7.5M AUM / 30 clients / £250k revenue



Career Path


Successful completion of the programme leads to a Pathway Financial Planner role, a fully salaried advisory position with continued support as you transition into managing your own clients.

Job Type: Permanent

Job ID: 1225000000000008426

Remember: You should never send money to a prospective employer or disclose any financial information. Should you encounter any job listings requesting payments or financial details, please reach out to us immediately. For further guidance, visit jobsaware.co.uk.