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
Work Location: In person
