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.
