Client associate Work, Jobs in Leeds, Eng (with Salaries)

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Human Resources Administrator
Conduent Public Sector UK Limited —Leeds
- £26,000 - £27,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Office
- Human resources
- Annual leave
- Employee assistance programme
13d
Document Production Associate
Williams Lea —Leeds
- £29,333.33 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
- Referral programme
18h
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Recruitment (Executive Search) Project Support (6 month FTC)
Gatenby Sanderson Ltd —Leeds
- £28,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Communication skills
- Work from home
- Sick pay
Quick apply
Sales Associate
Coach —Leeds
- £28,080 - £30,000 a year
- Part-time
- Sales
- Social media management
- English
- Employee discount
Business Development Manager
Commercial —Leeds
- Up to £45,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Work from home
- Employee assistance programme
Quick apply
Workspace Sales Coordinator
Wizu Workspace —Leeds
- £28,000 a year
- Full-time
- Sales
- Travel
- Time management
- Employee discount
- Referral programme
Quick apply
7d
Event Planner
Restaurant Associates —Leeds
- £29,080.40 a year
- Full-time
- CAD
- Salesforce
- Microsoft Office
- Annual leave
- Employee assistance programme
8d
Tax Associate (ATT) – Indirect Tax - September 2026 - Leeds
PKF Littlejohn —Leeds
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Annual leave
Sales Associate
Michael Kors —Leeds
- £26,000 - £33,500 a year
- Part-time
- Sales
- Communication skills
2d
Technical Support Specialist
Beckman Coulter Diagnostics —York
- Full-time
- Remote
- Engineering
- English
- Bachelor's degree
- Annual leave
Associate Partner - Executive Search
JL&P —Leeds
- From £26,500 a year
- Full-time
- Sales
- Business development
- Bachelor's degree
- Employee discount
- Gym membership
Quick apply
13d
Associate Climate Change Risks
WTW —Leeds
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
22h
Resolution Co-Ordinator
MillerKnoll —Harrogate
- Full-time
- Hybrid work
- CRM software
- Customer service
- ERP systems
7d
Residential Development Senior Associate
Gateley —Leeds
- Sales
- Annual leave
- Employee assistance programme
Invoicing Associate - MAT Cover
Selecta —Castleford
- £26,769 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Annual leave
Quick apply
1st/2nd Line IT Support - £27,000-£34,000
Humnize —Wetherby
- £27,000 - £34,000 a year
- Rotating shift
- Azure
- Computer networking
- Linux
- Free parking
Associate Relationship Manager – Mid Markets Yorkshire
Lloyds Banking Group —Leeds
- From £40,824 a year
- Full-time
- Banking
13d

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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

client associate jobs in leeds, eng

Estate Planning Academy Associate

Client Delivery Associate

Human Resources Administrator

Document Production Associate

Financial Planning Administrator

Recruitment (Executive Search) Project Support (6 month FTC)

Sales Associate

Business Development Manager

Workspace Sales Coordinator

Event Planner

Tax Associate (ATT) – Indirect Tax - September 2026 - Leeds

Sales Associate

Technical Support Specialist

Associate Partner - Executive Search

Associate Climate Change Risks

Resolution Co-Ordinator

Residential Development Senior Associate

Invoicing Associate - MAT Cover

1st/2nd Line IT Support - £27,000-£34,000

Associate Relationship Manager – Mid Markets Yorkshire

I want to receive the latest job alerts for client associate in leeds, eng

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