Job description
About the Role
* The Trainee wealth managers role begins with learning how to generate activity, inbound and outbound leads for specific areas of financial planning Hoxton specialize in.
* You will be required to make a minimum of 100 calls daily, 1 booking a day, which is an absolute minimum.
* You will be exposed to various facets of the business including investment management, paraplanning, client servicing, technical advice and much more. There are monthly incentives you can qualify for based on your performance.
* You will start as a trainee and train for 24/36 months whilst doing your UK qualifications to become a financial adviser in one of our locations around the world.
* The course starts with three months of structured training in our UK office with very qualified and experienced managers at your disposal before moving to our international Dubai office if we feel you are ready and have what it takes to pursue a career in wealth management.
Attributes we require for a BDM to Pathway Advisor
1. Confident & Competitive: Seek candidates who possess self-assuredness and a competitive spirit, often demonstrated through high-level sports involvement.
2. Eager to Learn: Look for individuals who are enthusiastic about improving and learning new skills. Past examples of learning and growth are valuable.
3. Hardworking: Prioritize candidates who can provide evi...