This is a challenging and highly demanding position that requires exceptional resilience and a strong work ethic. The Trainee Wealth Manager role is designed for individuals ready to embark on a rewarding career in wealth management, beginning with generating activity and creating inbound and outbound leads within the specific areas of financial planning we specialise in. This role is not for the faint-hearted and demands unwavering commitment.Candidates must be prepared for a phone-based role for a minimum of the first two years, making at least 100 calls daily and securing at least one booking per day as a non-negotiable minimum standard. Throughout this role, you will gain exposure to various facets of the wealth management industry, including investment management, paraplanning, client servicing, and technical advice. Performance-based monthly incentives are available for those who consistently deliver results.Program StructureThis role begins as a trainee position within a structured 24-36 month training program, including obtaining UK financial qualifications to prepare you for a financial advisory role in one of our global offices. The program starts with six months of structured training in our UK office, followed by relocation to our Dubai office, where further mentorship and hands-on experience will be provided.Key Skills and AttributesTo excel in this demanding role, candidates should possess:- Resilience and Grit: Ability to push through challenges and maintain determination.- Confidence and Competitiveness: A competitive spirit with self-assurance.- Willingness to Learn: A hunger for knowledge and self-improvement.- **Hardworking Nature: Proven dedication and the ability to thrive in high-pressure environments.- Effective Communication:*Clear and professional telephone manner.- Intelligence and Education: Minimum sixth-form or college education to support financial comprehension.- Discipline and Organisation: Structured approach to daily tasks with adherence to demanding schedules.- Entrepreneurial Drive: Initiative and proactive mindset.- Simplicity in Communication: Ability to convey complex concepts clearly.- Professional Appearance: Clean and polished demeanour.- Persistence and Assertiveness: Fearless approach to achieving goals.Salary and ProgressionThis is a structured three-year program with clear milestones and incentives:- Year One: Salary: xc2xa324,000- Commission: 5% gross commission on xc2xa30-xc2xa3100,000; 10% on xc2xa3100,000+ (rolling 12 months)- Benefits: Visa and medical provided upon relocation to Dubai.-Year Two: - Salary: xc2xa326,400- Commission: 10% gross commission on xc2xa3100,000+ (rolling 12 months)- Benefits: Visa and medical provided in Dubai.- Year Three: - Salary: xc2xa328,800- Commission: 10% gross commission on xc2xa3100,000+ (rolling 12 months)- Benefits: Visa and medical provided in Dubai.Performance ExpectationsTo succeed, candidates must consistently meet these minimum weekly standards:- 500 dials- 5 hours of talk time- 5 booked meetings- 3 sat meetingsTargets for Each Stage of the Program:- Three-Month UK Training Program:- Target: xc2xa31,000,000 AUM / 4 new clients- Six Months:- Target: xc2xa33,000,000 AUM / 6 new clients / xc2xa340,000 revenue- Year One:- Target: xc2xa36,000,000 AUM / 16 new clients / xc2xa3100,000 revenue- Year Two:- Target: xc2xa36,000,000 AUM / 25 new clients / xc2xa3200,000 revenue-Year Three:- Target: xc2xa37,500,000 AUM / 30 new clients / xc2xa3250,000 revenueUpon completion of this program, successful candidates will transition to a Pathway Financial Planner role, a salaried advisory position with comprehensive training for seamless advancement into financial advice.This role is not for everyone, but for those with the resilience, determination, and ambition to succeed, it provides a unique opportunity to build a rewarding career in wealth management with international exposure.

Independent Resourcing Consultancy