Becoming a Trainee Wealth Manager at Hoxton Wealth - From the UK to Dubai

Episode notes

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.

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