Trainee Wealth Manager

1w1 week ago

Hoxton Wealth

London, GB · Full-time · £100,000 – £100,000

About this role

Hoxton Wealth is a global financial services firm with over £2.5 billion in assets under management. It leverages a tech and tax-led approach to deliver comprehensive wealth management services, including personalized investment solutions and cross-border financial planning. The Trainee Wealth Manager role offers exposure to these specialized areas.

This challenging position requires generating inbound and outbound leads in financial planning through a phone-based role for the first two years. Trainees must make at least 100 calls daily and secure one booking per day as a non-negotiable minimum. It demands exceptional resilience and a strong work ethic.

You will gain hands-on exposure to investment management, paraplanning, client servicing, and technical advice in a high-pressure environment. Performance-based monthly incentives reward consistent results. The role suits those with unwavering commitment and grit.

The 24-36 month training program starts with six months of structured training and relocation to the Dubai office for mentorship. It prepares you for a financial advisory role with UK financial qualifications. Additional qualifications may apply for global offices.

Requirements

Resilience and Grit to push through rejection and challenges
Confidence and Competitiveness from high-level sports or pursuits
Willingness to Learn with examples of past self-improvement
Hardworking Nature with proven dedication in high-pressure settings
Effective Communication with clear, professional telephone manner
Intelligence supported by minimum sixth-form or college education
Discipline and Organization to stick to demanding schedules
Entrepreneurial Drive with proactive mindset

Responsibilities

Generate activity and create inbound and outbound leads within financial planning
Make at least 100 calls daily in a phone-based role
Secure at least one booking per day
Learn investment management
Assist in paraplanning
Handle client servicing
Provide technical advice
Participate in 24-36 month training program