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- Welbeck Wealth Management Ltd
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Graduate Trainee - Financial Advisor, City, London
Welbeck Group is a prestigious Financial Services company based in the City of London. We have a number of opportunities
for Graduates to join our fast track Trainee Financial Advisor scheme and are looking for high achieving entrepreneurs
with ambition and determination to join our team of professional advisors who provide a wide variety of financial
planning products and advice from wealth creation to asset protection for both high net-worth individuals and small to
medium sized enterprises.
We are looking for individuals to join our core division, Welbeck Consulting UK LLP where we offer a bespoke service to
clients covering all our clients needs such as investment planning, retirement planning, inheritance tax planning, estate
planning, income protection and life cover insurance, school fees planning and regular savings plans, mortgage and
property services and tax solutions.
The successful candidate need not have any experience but will ideally be a graduate, have excellent client servicing
skills and will have a determination to go that extra mile. Most importantly they will be self- driven, with a strong
entrepreneurial spirit and creative intelligence. We are looking for individuals with exceptional levels of energy,
drive, persistence and personality. Our advisors are expected to be excellently presented and possess outstanding
communication skills to establish long term client relationships.
We have a structured training programme designed for rewarding those with ambition and you will have the opportunity to
gain industry recognized financial planning qualifications through the Chartered Insurance Institute and the Institute of
You will be supported in your goal by a network of specialists including IFAs, mortgage brokers, tax solutions brokers
and Quality Managers. The training received aims to support your continued career progression from trainee to Partner
status within the firm and our expectation is that all trainees will progress through to management level where they will
benefit from bonus and equity share scheme.
Our organisation is the best firm to work for and it recruits and keeps the best people. We consistently deliver the best
service value and we are recognised by competitors as the real leaders in our field. We strive to sustain excellence
which is contributed by a number of factors including long standing and experienced managers. Our ethos is based upon
meritocracy in compensation and authority, devotion to client service, high professional and ethical standards, a strong
culture that always reinforces professional standards of excellence, long term values, policies, concepts and behaviour
consistently bringing in new opportunities. We see ourselves as unique and seldom try to learn much from competitors.
Our advisors have shared commitments and our focus is always on finding ways to do better and be better. Our aspirations
are not on what they want to be but on what we want to do. In an emerging financial and economic environment, we have
adapted to change fast and attracted more important clients, developed leadership throughout the firm and set the
standard of excellence within our industry.
Earnings are dependant upon performance on a judge by result ethos, but as an indication the first year remuneration
package for a trainee financial advisor is circ 40k OTE pa
Graduates will enter at trainee level with the opportunity to fast track to Partner level.
For further information about us visit our website.
HOW TO APPLY
To apply, please click on the Apply online button below and send your CV and cover letter for the attention of Greg
graduate trainee financial advisor graduate financial services
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