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Company Profile - Welbeck Wealth Management


Welbeck Group is a London city based company providing a wide variety of financial planning products and advice ranging from wealth creation and asset protections for both private individuals and small to medium sized businesses. Our mission is to create financial independence for our clients by offering a wide range of solutions for all their financial planning needs, backed up by professional, experienced advice and a quality Customer Services.

We have six core divisions including Welbeck Consulting, Welbeck Mortgages, Welbeck Property, Welbeck Solutions, Welbeck Insurance and Welbeck business. Our aim is to help people, no matter whether they have just graduated, looking to buy your first home, parents wishing to protect their family, high net worth individuals concerned about the amount of tax they pay, people interested in saving or investing in capital growth or pensioners looking to make the most of their income.

View the new Welbeck Profile and Apply here

Who are we?

In September 2000, five business partners who between them shared over 60 years experience in financial planning founded Welbeck Group. Since then, the company has grown to become a diverse company and now has over 70 people working across six core divisions. The core division, Welbeck Consulting, is an appointed representative of Openwork Limited, (formerly named Zurich Advice Network), of which Welbeck has been in the top 10 ‘High Flyers’ listings for the past 5 years. We are currently 2nd nationwide and top producer in the pensions and investments market.

Career Opportunities

Welbeck have a structured training program designed for rewarding those with determination, ambition and the high achievers. The candidate will be entering at trainee level with the opportunity to fast track to Associate, Consultant, Senior Consultant through to Partner level.

Training and Development

Welbeck offer a complete training package and the opportunity to gain industry recognized qualifications with the Chartered Insurance Institute including Certificate in Financial Planning and Certificate in Mortgage Advice.

What we look for

The main pre-requisites to be considered for the role are predominantly personal skills. We are looking for individuals who are diligent, ambitious, strong with an entrepreneurial spirit and creative intelligence. An understanding of the market and knowledge of the products is desirable.

Case Studies

Henry Farnell, 21, graduate from Nottingham Business School, joined Welbeck as a trainee in August 2004. He has achieved excellent results and has become the fastest person to reach Partnership level in just over 12 months.

How to apply

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