Trustee 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
Finance and HR Officer (Part-Time)
The Cardigan Centre —Headingley
- £28,611.39 a year
- Part-time
- Human resources
- QuickBooks
- Free parking
Quick apply
Executive Assistant
Opera North —Leeds
- £29,000 - £32,000 a year
- Weekend availability
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
2d
PMO Support Analyst
TPT Retirement Solutions —Leeds
- Microsoft Office
- Presentation skills
- Communication skills
College Governor – Educational Leadership Expertise
Henshaws —Harrogate
- Leadership
Senior Implementation Manager
TPT Retirement Solutions —Leeds
Solicitor - Education
Stone King —Leeds
- Full-time
- Hybrid work
- Business development
- Communication skills
Quick apply
CEO & Finance Director (Qualified Accountant)
Congregation of Jesus Charitable Trust —York
- £80,000 - £85,000 a year
- Full-time
- Bar
- Management
- Team management
- Employee discount
Quick apply
Lead Pensions Administrator - Annual Events & Projects
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
7d
Payroll Administrator
TPT Retirement Solutions —Leeds
- Hybrid work
- Customer service
- Communication skills
Pensions Administrator Annual Events & Projects
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- Communication skills
13d
Assistant Business Manager
Parfums Christian Dior —Leeds
- Full-time
- Management
- IT
- Leadership
10h
Business Development Manager - Court of Protection
Quilter —Leeds
- Full-time
- Hybrid work
- Business development
Out of School Club Deputy Manager
Dringhouses out of school club —York
- From £14.50 an hour
- Full-time
- Childcare
- Driving
- School
- Free parking
- Employee discount
Quick apply
Pensions Administrator
TPT Retirement Solutions —Leeds
- Microsoft Word
- Microsoft Excel
- English
Post-Transaction Lead (Pensions)
XPS Pensions Group —Leeds
- Full-time
- Microsoft Excel
- Employee discount
- Referral programme
15h
Asset Transition Project Manager
WTW —Leeds
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Employee assistance programme
Actuarial Pensions Consultant, Leeds
WTW —Leeds
- Full-time
- Hybrid work
- Project management
- Communication skills
- Annual leave
- Employee assistance programme
Business Development Manager
Quilter —Leeds
- Full-time
- Business development
- Financial services
SendCo
York Steiner School —York
- £33,000 - £36,000 a year
- Full-time
- Google Suite
- Microsoft Office
- IT
- Flexible schedule
Quick apply

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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

trustee jobs in leeds, eng

Estate Planning Academy Associate

Finance and HR Officer (Part-Time)

Executive Assistant

PMO Support Analyst

College Governor – Educational Leadership Expertise

Senior Implementation Manager

Solicitor - Education

CEO & Finance Director (Qualified Accountant)

Lead Pensions Administrator - Annual Events & Projects

Payroll Administrator

Pensions Administrator Annual Events & Projects

Assistant Business Manager

Business Development Manager - Court of Protection

Out of School Club Deputy Manager

Pensions Administrator

Post-Transaction Lead (Pensions)

Asset Transition Project Manager

Actuarial Pensions Consultant, Leeds

Business Development Manager

SendCo

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

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