Financial Planner Life Podcast

Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success - Ellie Gracie from Hoxton Wealth


Listen Later

Unlock the secrets to thriving in a tax-free entrepreneurial paradise as we sit down with Ellie Gracie, a driven 22-year-old financial planner from Hoxton Wealth who traded the historic streets of Edinburgh for the bustling avenues of Dubai. Ellie recounts her adventure of diving headfirst into Dubai’s high-energy, opportunity-laden environment, gaining invaluable experience in paraplanning and client relationship management under the mentorship of Hoxton Wealth's CEO, Chris Ball. Discover how the fast-paced lifestyle of Dubai contrasts with the more serene pace of Edinburgh and why this dynamic shift has been pivotal for Ellie's career.

Ellie shares her strategic journey of breaking into financial planning, detailing her proactive steps from university to securing roles that honed her soft skills and practical know-how. We explore the challenges and rewards of managing multi-jurisdictional portfolios and the vital importance of building impeccable client relationships. Through a blend of administrative, analytical, and client-facing roles, Ellie is meticulously crafting a path towards obtaining professional qualifications in both the UK and the US, setting a solid foundation for a thriving career in financial planning.

Lastly, tune in for an inspiring discussion on the role of women in finance, especially those navigating international waters. Ellie opens up about the support and mentorship she’s received at Hoxton, the importance of confident, strategic networking, and her lofty ambitions for content creation and connections. With stories of potential collaborations with influential figures like Jo Malone, this episode brims with ambition, inspiration, and actionable insights for anyone looking to carve out a successful career in financial planning, particularly in the vibrant city of Dubai.

Be sure to follow Financial Planner life on YouTube for extra content about career development within Financial Planning.

Reach out to [email protected] in regards to sponsorship, partnerships, videography or podcast production.

Want to appear on the Financial Planner Life podcast? drop Sam a message.

...more
View all episodesView all episodes
Download on the App Store

Financial Planner Life PodcastBy Sam Oakes

  • 5
  • 5
  • 5
  • 5
  • 5

5

1 ratings


More shows like Financial Planner Life Podcast

View all
Wake Up to Money by BBC Radio 5 Live

Wake Up to Money

58 Listeners

The Martin Lewis Podcast by BBC Radio 5 Live

The Martin Lewis Podcast

70 Listeners

The Meaningful Money Personal Finance Podcast by Pete Matthew

The Meaningful Money Personal Finance Podcast

89 Listeners

The Money To The Masses Podcast by Damien Fahy

The Money To The Masses Podcast

12 Listeners

This is Money Podcast by This is Money

This is Money Podcast

38 Listeners

NextGen Planners by NextGen Planners

NextGen Planners

4 Listeners

AJ Bell Money & Markets by AJ Bell

AJ Bell Money & Markets

7 Listeners

The High Performance Podcast by High Performance

The High Performance Podcast

624 Listeners

Adviser 3.0: The Podcast by Abraham Okusanya

Adviser 3.0: The Podcast

0 Listeners

Switch Your Money On by Hargreaves Lansdown

Switch Your Money On

3 Listeners

Many Happy Returns by PensionCraft

Many Happy Returns

38 Listeners

ZOE Science & Nutrition by ZOE

ZOE Science & Nutrition

2,056 Listeners

TRAP: The Real Adviser Podcast by Alan Smith; Andy Hart; Carl Widger; Nick Lincoln

TRAP: The Real Adviser Podcast

5 Listeners

Merryn Talks Money by Bloomberg

Merryn Talks Money

44 Listeners

Making Money by Damien Jordan & Timeyin Akerele from Most

Making Money

8 Listeners