In this episode of Hoxton Life, host Sam Oakes sits down with Oliver Gorman, Head of Recruitment at Hoxton Wealth, to explore what it takes to thrive in a dynamic, international financial planning career. Hoxton Wealth offers a unique platform for financial planners, paraplanners, and professionals in operations, technology, and compliance to grow and succeed in a supportive and innovative environment.

Hoxton’s global footprint includes licenses in the UK, Europe, USA, South Africa, Asia, and Australia, enabling financial planners to deliver seamless cross-border advice. With cutting-edge tools like an in-house CRM and the Hoxton Wealth App, advisers can simplify client management and enhance the retirement planning experience.

Hoxton fosters a culture of collaboration, bringing together financial planners, paraplanners, and specialists across tech, operations, and compliance to achieve success. The company thrives on attracting individuals with a growth mindset, resilience, and a passion for client acquisition. Whether you’re looking to grow your career in the UK or take on opportunities in Dubai, Asia, or Australia, Hoxton provides the infrastructure, mentorship, and tools to help you succeed.

• Cutting-edge technology tailored for cross-border advice.
• Strong internal marketing and lead generation support.
• Opportunities to work internationally or expand within the UK.

Hoxton Wealth isn’t just a place to work—it’s a platform for ambitious professionals to innovate, grow, and redefine their careers on a global stage.

Discover how Hoxton Wealth can support your career journey. Explore opportunities at hoxtonwealth.com/careers.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Becoming a Trainee Wealth Manager at Hoxton Wealth

Host: Sam Oakes, Head of Creative at Hoxton Wealth
Guest: Joe Cookney, Trainee Wealth Manager at Hoxton Wealth, Dubai

In this episode of Hoxton Life, Sam Oakes sits down with Joe Cookney, a trainee wealth manager, who shares his journey from Hoxton’s UK office to Dubai. Joe offers insights into Hoxton’s structured pathway for trainee financial planners, highlighting hands-on experience, mentorship, and Hoxton’s innovative app that simplifies retirement planning for clients.

Key Highlights:

• Early Career Path: Joe discusses how his interest in financial planning shaped his educational and career choices, leading him to Hoxton.
• Learning by Doing: Hoxton prioritises real-world training, where trainees engage directly with clients to build relationship skills and industry expertise.
• Tech-Driven Financial Planning: Hoxton’s app enables clients and advisers to monitor financial goals and understand retirement needs.
• International Experience: Joe discusses the opportunities of working in multi-jurisdictional financial planning, serving clients across the UK, US, and beyond.
• Supportive Culture and Career Growth: A blend of mentorship, performance-related pay, and a collaborative team environment at Hoxton fosters growth and success.

Tune in to this episode to learn more about starting a career with Hoxton Wealth! Ready to begin your journey? Apply now for the Trainee Wealth Manager role and join a team dedicated to your professional growth.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this Hoxton Life episode, we discuss the remarkable journey of Jack Povah, one of our Wealth Managers, and the driving force behind Hoxton Wealth's estate planning division. From starting out part-time while studying in Liverpool to a significant career shift in Manchester during the pandemic - Jack reflects on how adapting to online learning environments opened up new professional avenues, eventually leading him to a specialised focus on estate planning. His bold move to Dubai to join Hoxton Wealth was driven by his growth mindset and rooted in a strong family work ethic.

At Hoxton Wealth, Jack has taken full ownership of the estate planning division, distinguishing himself as a trusted adviser despite his young age. By carving out a niche in estate planning, he has become the go-to expert for clients seeking clarity in complex cross-border scenarios. Jack discusses how identifying a micro-niche not only adds value to clients but also reinforces his own career growth. His disciplined approach and dedication to personal and professional success have solidified his reputation at Hoxton.

Listeners will gain insights into how Jack balances professional ambition with his personal interests. For Jack, his passion for golf has played an unexpected role in networking and advancing his career. This episode is an inspiring look at how young professionals can leverage their unique interests and skill sets to make meaningful contributions to the financial planning profession. If you're interested in a career within the estate planning profession, visit our Careers page for more information.

Watch the full episode on YouTube now.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

Join us as we explore Micheal Yuille's fascinating journey, filled with unexpected turns and valuable life lessons. From choosing the scenic charm of Cape Town over Joburg to navigating the financial landscapes of Africa and Europe, along the way, we'll unravel his Chicken Tuesday LinkedIn marketing strategy and ask the burning question: Lucky Clucker or a Marketing Genius?

check out the Hoxton Life Documentary with Sam Oakes and Micheal Yuille on Youtube

The world of cross-border financial planning offers a wealth of opportunities, and Mike is here to share his insights on making the most of them. Discover how digital tools revolutionised his work-life balance, allowing him to prepare for the CFP exam while maintaining strong client relationships across continents. We'll touch on the cultural nuances of living in France, from leisurely lunches to the intricacies of advising clients with international financial ties. Listen in as Mike discusses the importance of collaboration within firms like Hoxton Wealth and the evolving role of LinkedIn as a powerful networking tool.

Thinking about taking your financial planning career abroad? We've got you covered with a guide to the lifestyle options that await

Whether you're an experienced advisor seeking the tranquility of rural France or a younger professional drawn to Dubai's vibrant pace, there are paths to suit every preference at Hoxton Wealth. 

We'll also share strategies for leveraging LinkedIn to grow your business and the benefits of obtaining the Certified Financial Planner qualification. 

Tune in to discover how Mike's inspiring journey can help you navigate the exciting world of international financial planning at Hoxton Wealth. 

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, our host Sam Oakes explores the inspiring journey of Nick Champion, who transitioned from being a tree surgeon to a trainee wealth manager at Hoxton Wealth. 

Nick is based in our St Albans office in the UK, and is team leader for the trainee wealth manager team. 

Nick’s experience highlights the importance of resilience, adaptability, and transferable skills in navigating a career shift into the financial planning profession. 

He emphasises how his diverse background enriched his new role, showcasing that previous experiences can enhance client relationships and the adaptability needed in predmoninetly business development focused role.  

Nick shares how the discipline he cultivated as a business owner has been crucial in his financial planning career, allowing him to establish effective routines that directly impact client retention and relationship management.

The conversation delves into the significance of interpersonal skills, as Nick illustrates that success in business development is as much about understanding human behavior and managing expectations as it is about financial knowledge.

A great episode if you are keen to understand more about our Trainee Wealth Manager role.  

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Lalith Mangalarapu, one of our valued Trainee Wealth Managers at Hoxton Wealth, shares his unconventional journey from a career in biomedical science and recruitment to starting on the pathway to becoming a Trainee financial planner at Hoxton Wealth, offering valuable lessons for anyone focused on wealth management. 

Lalith discusses how his background in recruitment helped him develop essential communication and relationship-building skills, both of which are critical in the financial planning profession. He also reflects on his experience in private equity, where he gained a deeper understanding of wealth creation and investment strategies, which now informs his approach to personal financial planning.

During his discussion with Sam Oakes (Head of Creative), he shared a few personal reflections on the importance of transferable skills, why starting in the UK with Hoxton Wealth for 6 months before moving to Dubai was hugely beneficial, and how a structured career roadmap can lead to success in financial planning if you work hard for it.  

Lalith's move to Dubai also helped him to understand the global nature of financial planning and the increasing demand for planners who understand cross-border regulations and global markets. He offers a fresh perspective on how diverse experiences can enrich a financial planning career, especially in today's competitive and evolving profession.

If you’re interested in entering financial planning or advancing your career, tune in to hear Lalith’s unique journey and how you could start your financial planning career with Hoxton Wealth.  

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Lucy Driscoll, Strategic Partnerships Manager at Hoxton Wealth, shares her innovative approach to growing an international network by thinking beyond traditional introducers and tapping into niche markets. She explains how partnerships with businesses like relocation firms have helped Hoxton expand globally, offering financial planners unique insights into diversifying client bases and gaining a competitive edge in an increasingly globalised profession. Lucy discusses the importance of building authentic relationships in new regions, especially through face-to-face interactions, which she sees as critical to long-term relationships in international markets.

Lucy also provides a personal perspective on balancing a high-pressure career in Dubai’s fast-paced environment. She delves into how the city's dynamic work culture and active lifestyle contribute to her personal well-being, showing that maintaining a work-life balance is not only possible but essential for sustained success. Financial planners aspiring to work internationally will find valuable advice on how to navigate competitive landscapes, avoid burnout, and achieve a rewarding career while managing personal fulfillment.

Gain actionable strategies for growing your own networks and insights on how to excel in global markets. Lucy’s story of professional development and personal experience offers a roadmap for any financial planner looking to expand their career internationally, while maintaining a focus on long-term success and personal well-being. Tune in to hear more on how to create lasting partnerships and thrive in an ever-evolving financial landscape.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Andrianna Rawlings, Paraplanner at Hoxton Wealth, shares her personal career journey, speaking on the critical skills and lessons that have helped her develop in the world of international financial planning. Touching on the importance of continuous professional development (CPD) and the vital role of technology, Andrianna’s insights offer valuable takeaways for anyone looking to grow within the financial planning profession. She emphasises how staying adaptable and keeping up with changing regulations across multiple jurisdictions has shaped her approach to global client management.

Andrianna also shares her passion for building strong client relationships, focusing on understanding her clients’ personal goals and going beyond standard financial advice. Her transition from private banking to paraplanning taught her about the level of expertise required to effectively deliver cross-border financial planning, particularly in a market as dynamic as Dubai. Andrianna explains how embracing tools like the Hoxton Wealth app has enhanced her ability to serve international clients efficiently, while maintaining high standards of trust and transparency. She also acknowledges how mentorship has been one of the key drivers behind her development and success at Hoxton Wealth, guiding her along the Hoxton pathway to becoming a financial planner.

Tune in and gain unique insight into the challenges and opportunities in paraplanning on a global scale, as well as practical advice on how to balance career growth with a fulfilling lifestyle, especially for those considering a move into international markets. Andrianna’s story is a compelling look at how the right blend of skills, mentorship, and client care can drive long-term success in the financial planning profession.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us

In this episode of Hoxton Life, Gemma Chambers - our Head of UK Compliance at Hoxton Wealth - discusses the critical role of compliance in financial planning and how it impacts the wider operations of a global financial planning company. She emphasises that compliance is not just about adhering to regulations but also about building trust and credibility with clients. By making compliance concepts engaging and relatable for younger team members, Gemma highlights the importance of fostering an ethical culture within firms, ensuring that all employees understand the value of compliance in their daily operations.

During her conversation with Sam Oakes (Head of Creative), Gemma shares her unique insights into the dynamic nature of compliance work, noting that no two days are alike. From reviewing HR practices to navigating the complexities of cross-border regulations, she underscores the diverse responsibilities compliance professionals hold. The conversation also delves into the challenges of working under pressure, as Gemma reveals how deadlines can spur creativity and productivity, offering valuable strategies for managing stress effectively in high-stakes environments.

Listeners will gain a deeper understanding of how compliance shapes financial planning practices, especially in a post-Brexit world where regulations in the UK continue to evolve. By tuning in, you'll learn how to navigate these complexities, the importance of continuous education, and how to embrace the dynamic opportunities within the compliance field. Whether you're a seasoned professional or just starting your career, this episode is packed with insights to enhance your understanding of compliance's vital role in building a successful financial planning practice.

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.

Don’t miss a beat! Subscribe to our YouTube channel to watch full podcast episodes featuring insights from those that work for Hoxton and some of our special guests and partners. Stay connected by following us on Instagram, Facebook, LinkedIn, and X for more exclusive content.

Curious about our career opportunities? Visit our website to explore open positions and learn more about joining the Hoxton Wealth team. Your journey in international financial planning starts here!

For sponsorships, partnerships, or media inquiries, reach out to us