Employed Trainee Financial Planner Career at Hoxton Wealth

Episode Summary:

In this episode of the Hoxton Life Podcast, host Sam Oakes welcomes Chris Ball, CEO of Hoxton Wealth, and Jacob Hall, Global Director of Advisory, to explore the Hoxton Wealth Financial Planner Pathway Programme. This unique training programme is crafted to offer aspiring financial planners a structured, supported route to success on a global scale. The episode delves into the specific stages of this pathway, the mentorship involved, and the opportunities it provides, from technical training to real-world client relationship skills and business development.

Key Topics Discussed:

1. About the Hoxton Wealth Financial Planner Pathway Programme
   • The programme is divided into four flexible stages, beginning with six months in the UK before moving internationally.
   • Each stage is designed to build specific skills and develop well-rounded professionals who can handle both technical and client-facing aspects of the job.
   • There is no fixed timeline, allowing trainees to advance at their own pace, with some spending four to five years in the trainee role to fully develop their expertise.
2. Mentorship and Structured Training
   • Trainees are paired with experienced financial planners who provide mentorship, guidance, and feedback.
   • The programme goes beyond technical training to cover essential skills like prospecting, relationship building, and client service.
   • Hoxton's leadership team is actively involved in training, sharing insights and strategies on growing a client base and building strong client relationships.
3. Focus on Business Development and Prospecting
   • Hoxton Wealth invests heavily in lead generation, providing trainees with a steady flow of inbound leads, allowing them to develop strong business habits from the start.
   • Prospecting is a key focus, with trainees learning the art of client development, which sets them up for a sustainable career.
4. Career Growth and Earning Potential
   • The pathway offers substantial earning potential, with average earnings expected to grow from £34,000 in the first year to around £120,000 after several years in the role.
   • High performers have the opportunity to exceed these figures, with a focus on long-term career growth and potential for leadership roles.
5. International Opportunities and Global Reach
   • With offices in Dubai, the UK, the USA, Australia, and beyond, Hoxton Wealth provides planners with the chance to work internationally, supporting international clients.

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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