Trainee Wealth Planner

Position: Trainee Wealth Planner - 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 worlds 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 Hoxtons 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 2436 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 Hoxtons 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 clients 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

Were 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: Youre 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 dont wait to be told - you take action
• Professionalism: You present yourself well and communicate with credibility

Compensation & Progression

Year 1

• Salary: 9000 AED/month
• Commission: 5% up to 100k 10% above (rolling 12 months)
• Benefits: Visa medical insurance

Year 2

• Salary: 10000 AED/month
• Commission: 10% above 100k
• Benefits: Visa medical insurance

Year 3

• Salary: 11000 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.