Graduate Trainee Financial Adviser Welbeck Wealth Management Ltd

Job description

Welbeck Group is a prestigious Financial Services Wealth Management Consultancy based in the City of London. We have a number of opportunities for Graduates to join our fast track Trainee Financial Advisor scheme in our core division Welbeck Consulting Ltd.

We are looking for high achieving individuals with ambition, determination and an entrepreneurial spirit to join our team of expert advisors who provide a wide variety of financial planning solutions.

We run a uniquely structured training programme, supported by a network of specialists offering one-to one mentoring designed to help you build your own portfolio of clients. You will enter at trainee level with the opportunity to fast track to Senior Advisor level. You will have the opportunity to gain industry recognised financial planning qualifications through the Chartered Insurance Institute and the Institute of Financial Services.

Person requirements

It would be beneficial to have 6 to 18 months experience in a commercial setting and the following attributes:

• Excellent communication and client servicing skills required to establish long term relationships
• Self driven and highly motivated with a determination to become successful in a pressurised and financially rewarding sales environment.
• An entrepreneurial spirit and creative intelligence with exceptional levels of energy, persistence and personality
• Strong attention to detail
• Extremely well presented

Are you?

• Committed and ambitious?
• Financially motivated?
• Pro-active and results driven?
• Intelligent and articulate?
• A great communicator?
• A strategic thinker?
• Professional, enthusiastic and sociable?
• Competitive and resilient?
• Confident and fun?

Company information

Welbeck Group is a prestigious Financial Services Wealth Management Consultancy based in the City of London. We have a number of opportunities for Graduates to join our fast track Trainee Financial Advisor scheme in our core division Welbeck Consulting Ltd.

Welbeck Consulting Ltd offer a bespoke financial planning service covering all our clients’ requirements 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.

Qualification and experience requirements

The successful candidate will need to have at least a 2:1 degree from a top University with a strong academic background.

Accepted degree subjects

• literature and creative writing
• philosophy
• history
• classics
• mathematics
• law and legal studies
• engineering, transport
• political science
• psychology
• engineering, aerospace
• engineering, mechanical
• biology and life sciences
• agricultural sciences
• engineering, electronic and electrical
• marketing and advertising studies
• architectural studies
• accounting and finance
• computer sciences and IT
• economics
• business and management studies
• languages
• humanities
• media studies and publishing
• archaeology

How to apply

Please Apply online with your CV and cover letter addressed to Greg Knight.