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Hoxton Life Ep11 Chris Ball & Jacob Hall

PodcastsHoxton Life Ep11 Chris Ball & Jacob Hall

  • Hoxton Life

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 clients across multiple jurisdictions.

Featuring

Chris Ball

Chief Executive Officer (CEO)

Chris started his career in 2004 with KPMG LLP as a Tax Adviser specialising in personal taxation issues relating to investment income and pensions. Chris trained at the KPMG Tax Business School in Canary Wharf for his Chartered Accounting and Chartered Taxation Adviser exams.

After 7 years with KPMG, Chris moved to the Middle East to join the deVere Group, where he continued his work as an IFA, starting in their Abu Dhabi offices and eventually heading up the Qatar operations for the group dealing with HNW and UHNW individuals.

Chris then transitioned and founded Hoxton Wealth (then called Hoxton Capital Management) with Matt Dean; where the sole emphasis of the group is to help HNW and UHNW clients with borderless global financial advice. Chris’ speciality is assisting individuals with their retirement planning needs.

Chris has 3 children with his wife and enjoys spending his free time with his family and engaging in outdoor activities.

Jacob Hall

Global Head of Advisory

Capitalising on 10 years of experience in Financial Services, Jacob has built a strong reputation in the industry for his exceptional client servicing skills, which are underpinned by his kind and empathetic demeanour. He understands that financial matters can be complex and stressful, and he goes out of his way to make the process as smooth and hassle-free as possible.

Jacob’s deep understanding of the financial services landscape in the region has helped him work with a wide range of clients, and what sets him apart is his natural ability to put them at ease.

How Can We Help You?

If you would like to speak to one of our advisers, please get in touch today.

“Michael Yuille has been great to work with in planning my retirement. He's been very attentive and offers sound financial advice. Michael's assistant, Strawberry Palacio, has been helpful with good communication and assisting me in establishing my account.”

A Webster

08, May

“I want to recommend Hoxton and in particular, Bernadeth Tagadtad and Bhavin Vaja who have helped me transfer my UK pension to Australia. It was a long and complex process and I could not have managed without them. They did everything possible to make the process run as smoothly as it could.”

J Ross

08, May

“Two years plus with Rob of Hoxton Wealth has provided dividends in the value of my pension. I have found Rob and Lea most friendly, capable and efficient”

T Moore

06, May

“I have been working with Richard Cawley and Lalith Mangalarapu at Hoxton for the last few months on the best way as an Australian citizen to access my US401K plan. They have listened, understood what I'm after, given great advice and suggestions and put me in touch with tax experts as well. I spoke to quite a few other firms before finding Hoxton, and I did not progress those conversations. Richard and Lalith are very easy to get along with and I feel we work well together as a team.”

B Moncrieff

05, May

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