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Graduate Job Graduate Trainee - Financial Advisor

Vacancy Type: Graduate Job
Employer: Welbeck Wealth Management
Reference: WE10
Salary: £25,000 - £40,000 OTE  

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EXPIRY NOTICE: This job has now expired and will not be accepting any more applications.

Welbeck Wealth Management Limited is a growing 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 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 which is an appointed representative of Openwork Limited of which Welbeck is currently the top producer in the pensions and investments market nationwide.   We offer a bespoke service to clients which includes retirement planning, protection, investments, inheritance tax planning, estate planning, income protection, wills, school fees planning and regular savings plans, mortgage 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 and persistence.  Our advisors are expected to be excellently presented and possess outstanding communication skills, both verbal and written, 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 with the Chartered Insurance Institute and OPENWORK training to become a fully competent Financial Advisor.

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 shares.

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 £25k - £40k OTE pa

Graduates will enter at trainee level with the opportunity to fast track to Partner level.


To apply, Click Apply Now and send your CV and cover letter for the attention of Greg Knight.

Location: London (inner and outer)

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