Financial planner Work, Jobs in Fitzrovia, Gtl (with Salaries)

Trainee Wealth Planner
Hoxton Wealth —London
- Tax experience
Quick apply
6d
Financial Planning Associate
Atomos —London
- Hybrid work
- CRM software
- Microsoft Excel
- Organisational skills
11d
Client Servicing Assistant
Financial Lifestyle Management —London
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Financial Planning Associate - London
Atomos —London
- Hybrid work
- Microsoft Excel
Wealth Planner
Barclays —London
- CRM software
- Financial services
- Communication skills
12d
Paraplanner
Menzies LLP —London
- Full-time
- English
Senior Financial Planner
WTW —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Wealth Adviser
Howden Group Holdings —London
- Full-time
- Hybrid work
- Supervising experience
- Mentoring
- Communication skills
10d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Client Administrator
Evelyn Partners —London
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
Senior Wealth Planning Administrator
mbf. —London
- £40,000 - £45,000 a year
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Communication skills
1d
Senior Wealth Planner - Wealth Management
Barclays —London
- Financial services
- Negotiation
IFA Administrator
Moore Kingston Smith —London
- £30,000 - £36,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Paraplanner FTC 12 month Maternity Cover
Schroders —London
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
3d
Senior Financial Planning Supervisor
Barclays —London
- Maintenance
- Supervising experience
- Contracts
Senior IFA Administrator Junior Paraplanner Progression - St Albans - Up to £40,000 plus...
Financial Divisions —St Albans
- £35,000 - £40,000 a year
- Organisational skills
- Communication skills
3d

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Trainee Wealth Planner

Hoxton Wealth
London

Quick apply

Job details

6 days ago

Qualifications

Tax experience

Full job description

Position: Trainee Wealth Planner

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, Australia & Asia. 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 $4 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized 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 Hoxton specializes 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 program, 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 program starts with relocation to our Dubai office, where you will receive mentorship and hands-on experience.

Key Skills and Attributes

To excel in this demanding role, you will need:

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 Organization: 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 demeanor.
Persistence and Assertiveness: A fearless, forward approach to achieving goals.

Salary and Progression

This is a structured three-year program with clear milestones and incentives:

Year One

Salary: 9,000 AED per month
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: 10,000 AED per month
Commission: 10% gross commission on £100,000+ (rolling 12 months)
Benefits: Visa and medical provided in Dubai.

Year Three

Salary:11,000 AED per month
Commission: 10% gross commission on £100,000+ (rolling 12 months)
Benefits: Visa and medical provided in Dubai.

Performance Expectations

To succeed, candidates must consistently meet these minimum weekly standards:

5 hours of talk time
5 booked meetings
3 sat meetings

Three-Month UK Training Program

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 program, 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

Quick apply

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Position: Trainee Wealth Planner

Company Overview:

About the Role

Key Skills and Attributes

Salary and Progression

Performance Expectations

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