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Company Profile - Welbeck Group


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. 

Who are we?

Why Us?

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 behavior 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.  

Career Opportunities

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.

Training and Development

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 Financial Services.

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.

What we look for

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.  

How to apply

Please check our current opportunities on the right hand side of the page.

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