Promoted to Head of UK Paraplanning within 6 months at Hoxton Wealth - David Whitehouse

In this episode of Hoxton Life, Sam Oakes sits down with David Whitehouse, the Paraplanning Manager for Hoxton Wealth’s UK team, who now lives and works in Dubai. David shares his remarkable journey of joining Hoxton as a UK-based paraplanner and earning a rapid promotion to Head of Paraplanning. The conversation highlights his professional growth, the unique aspects of paraplanning in an international setting, and how Dubai’s vibrant lifestyle and multicultural community have positively impacted his career and family life.

Whether you're a paraplanner looking to advance your career or someone considering an international move, David’s story offers invaluable insights into the opportunities and challenges of working for a dynamic, global financial planning company like Hoxton Wealth.

Key Topics Covered:

David’s Journey: From UK Paraplanner to Dubai Leader

• Starting at Hoxton Wealth as a paraplanner for the UK team and being swiftly promoted to Head of UK Paraplanning.
• Managing a team of UK-based paraplanners from Dubai, leveraging technology and collaboration tools to stay connected across time zones.
• The pivotal moments that shaped his leadership path and how his prior experience prepared him for success at Hoxton.

The Role of Paraplanners in Dubai vs. the UK

• Differences in responsibilities: UK paraplanners focus on technical tasks like report writing, while international paraplanners take on more client-facing duties, resembling trainee financial planners.
• The hands-on approach in Dubai, from managing client meetings to creating comprehensive financial plans.
• How paraplanning roles in Dubai can serve as a stepping stone to becoming a financial advisor.

Life in Dubai: Professional Growth Meets Lifestyle Change

• The decision to relocate his family to Dubai and embrace a new way of life.
• Choosing community living in Dubai’s Villanova area for its family-friendly vibe, green spaces, and sense of belonging.
• The benefits of living in Dubai, including year-round sunshine, outdoor activities, and the multicultural experience of meeting people from around the world.

Challenges and Triumphs in Professional Development

• Overcoming personal obstacles, including dyslexia, while studying for Level 4 qualifications.
• Strategies for excelling in a paraplanning career, from perseverance in exams to seeking opportunities for growth.
• Building efficient processes for the paraplanning team, introducing tools like AI meeting assistants, and streamlining reporting workflow

Ready to start your international financial planning career?

Hoxton Wealth is looking for ambitious individuals ready to take their careers to the next level. Whether you're interested in international financial planning, compliance, client servicing, or marketing roles within the financial sector, we offer unparalleled opportunities for growth and success.

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