Thriving in Dubai: This 22-Year-Old Financial Planner's Journey to Success

Описание: Ellie Gracie on the Financial Planner Life Podcast

Host: Sam Oakes Financial Planner Life
Guest: Ellie Gracie, Paraplanner at Hoxton Wealth

In this episode of Financial Planner Life, we sit down with Ellie Gracie, a 22-year-old paraplanner from Hoxton Wealth who left Edinburgh for the fast-paced surroundings of Dubai. Ellie shares her journey into financial planning, discussing how Dubai's dynamic atmosphere has accelerated her career under the mentorship of Hoxton Wealth's CEO, Chris Ball.

Ellie talks about her strategic steps from university to securing key roles that have honed her soft skills and practical knowledge. She details the challenges and rewards of managing multi-jurisdictional portfolios and emphasizes the importance of building strong client relationships.

We also dive into the role of women in financial planning, particularly those navigating international markets. Ellie highlights the significance of mentorship, confident networking, and her ambitions for content creation. With insights on career growth, financial planning in Dubai, and collaborations with notable wealth management professionals, this episode is a must-listen for anyone looking to succeed in the financial planning profession, especially in a global context.

00:00 Introduction: Meet Ellie Gracie, a 22-Year-Old Paraplanner in Dubai
02:06 Moving from Edinburgh to Dubai: Career Growth and Opportunities
03:45 The Ambitious Culture of Dubai: Why It's Perfect for Financial Planners
06:14 Starting Young: Ellie’s Path into Financial Services
10:42 Paraplanning and Client Relationship Management at Hoxton
15:14 Breaking Down Financial Jargon: Building Client Trust
18:09 Women in Financial Planning: Breaking the Stereotype
22:22 Mentorship Under Chris Ball: Learning from the Best
25:59 Networking and Personal Branding in Dubai
30:24 Advice for Women Considering a Move to Dubai for Financial Planning
34:05 Ellie’s Vision for the Future: New York and Beyond

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