Financial advisory occupations Work, Jobs in Horsforth, Wyk (with Salaries)

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Adviser Manager
Lifetime Financial Management —Barnsley
- £55,000 - £70,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
- Free parking
- Flexitime
Quick apply
2d
Independent Financial Advisor
Clarity Wealth Limited —Leeds
- £60,000 - £100,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- IT
- Financial services
- Free parking
- Employee discount
Quick apply
Wealth Management Administrator - Hybrid
Argentis Group Limited —Harrogate
- Full-time
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Employee discount
Quick apply
12d
Operations Executive - Scripts
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Customer service
- English
- Microsoft Office
Quick apply
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Digital Coach
Lifetime Financial Management —Barnsley
- £24,000 - £27,000 a year
- Full-time
- Hybrid work
- Data entry
- Financial services
- Communication skills
- Health & wellbeing programme
- Work from home
Quick apply
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Apprentice Pensions Administrator
XPS Pensions Group —Leeds
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Private Banker
HSBC Global Services Limited —Leeds
- Full-time
- Travel
- Communication skills
- Banking
12d
Senior Associate Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
4d
Private Banker
Barclays —Leeds
- Analysis skills
Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
Client Relationship Support (Graduate)
AAB —Leeds
- Hybrid work
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
5d
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme

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Estate Planning Academy Associate

iTrust121
York

Quick apply

Job details

Permanent | Full-time
£24,000 - £30,000 a year

Qualifications

Sales
Customer relationship management
Customer support
Estate planning

Full job description

Location: York (Office Based)

Job Type: Full Time | Employed

Salary: Competitive Basic Salary + Performance Bonus + Clear Career Progression

Build a Career, Not Just Another Sales Job.

Most companies recruit experienced advisers.

We build them.

At iTrust121, we believe that exceptional estate planners are developed through coaching, experience and continuous learning—not simply recruited.

We are launching the iTrust Academy, a structured development programme designed to identify talented sales professionals and train them to become outstanding Estate Planning Advisers.

If you are ambitious, coachable and enjoy helping people, we can teach you everything else.

About iTrust121

iTrust121 is one of the UK's fastest-growing estate planning businesses, helping individuals, families and business owners protect their assets and preserve wealth for future generations.

Our planning covers everything from Wills and Lasting Powers of Attorney through to Trusts, Inheritance Tax Planning, Business Succession Planning and Professional Trustee Services.

Unlike many firms, we believe our people are our greatest investment.

The Academy

This is not a role where you are handed a script and expected to sell on day one.

Instead, you will join our Academy and work alongside experienced advisers and partners every day from our York office.

You'll receive continuous coaching, mentoring and practical experience before progressing to become a fully qualified Estate Planning Adviser.

Your First Role

Initially your responsibility is not to sell.

Your role is to:

● Meet clients and conduct structured fact-finding meetings.

● Build trust and understand each family's circumstances.

● Gather accurate financial and personal information.

● Identify potential planning needs.

● Prepare comprehensive case files for our senior advisers.

● Observe recommendation meetings delivered by experienced partners.

● Learn our systems, planning philosophy and client journey.

As your knowledge and confidence develop, you will gradually take a more active role in client meetings before ultimately progressing to managing your own clients.

What We Are Looking For

We are not looking for technical estate planning knowledge.

We are looking for people who:

● Have a proven background in consultative sales.

● Enjoy meeting and helping people.

● Communicate confidently and professionally.

● Are ambitious and eager to learn.

● Thrive in a team environment.

● Welcome coaching and constructive feedback.

● Want to build a genuine long-term profession.

Why Office Based?

Because exceptional advisers are developed through daily coaching—not working alone from home.

You'll work alongside experienced advisers, partners and trainers every day, learning through observation, discussion, live client meetings and continuous feedback.

The Academy is designed to accelerate your development in a supportive, professional environment where success is shared.

Career Progression

Your career pathway will typically follow:

Academy Associate ↓

Client Fact Find Specialist ↓

Partner Supported Adviser ↓

Qualified Estate Planning Adviser ↓

Senior Adviser ↓

Regional Manager or Licensed Adviser Partner

Promotion is based on ability and performance, not simply time served.

What We Offer

● Full Academy training programme.

● Daily coaching from experienced estate planning professionals.

● Warm client appointments provided.

● Dedicated administration and technical support.

● Genuine long-term career progression.

● Modern offices and collaborative team environment.

● Performance-related bonus.

● Ongoing professional development.

Our Recruitment Process

We recruit differently because we're building a team, not filling vacancies.

Successful applicants will be invited to attend an iTrust Academy Selection Event, where you'll meet our leadership team, learn about the Academy and take part in an interactive group assessment before progressing to the final interview stage.

We're looking for a small number of exceptional people—not hundreds of average ones.

If you're ready to build a serious professional career with a business that's investing heavily in its people, we'd love to hear from you.

Pay: £24,000.00-£30,000.00 per year

Application question(s):

This role is fully office-based in our York office. Are you aware that regular attendance in the office is required, and are you comfortable with this working arrangement?
This position requires experience in consultative sales, client relations, or customer support. Please describe your experience in understanding customer needs, building relationships, and providing tailored solutions or support.

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in horsforth, wyk

Estate Planning Academy Associate

Financial Planning Administrator

Financial Administrator

Financial Adviser Manager

Independent Financial Advisor

Wealth Management Administrator - Hybrid

Operations Executive - Scripts

Financial Adviser (Perspective Mackrill)

Digital Coach

Client Delivery Associate

Apprentice Pensions Administrator

Experienced Financial Services Administrator

Pension Administrator

Paraplanner

Private Banker

Senior Associate Client Administration

Private Banker

Pensions Administrator

Client Relationship Support (Graduate)

Paraplanner

I want to receive the latest job alerts for financial advisory occupations in horsforth, wyk

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