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

Financial Planner Life Podcast

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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.

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Hoofdstukken

1. Young Female Financial Planner in Dubai (00:00:00)

2. Financial Career Journey in Dubai (00:07:36)

3. Developing Client Relationships in Financial Planning (00:11:58)

4. Empowering Women in Financial Planning (00:21:08)

5. Building a Successful Financial Career (00:28:00)

6. Powerful Women Connecting in Dubai (00:36:51)