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

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
4d
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
3d
Client Services Associate - Onboarding - S&T
Lloyds Wealth —Leeds
- £28,045 - £30,850 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
6d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
4d
Private Banker
Barclays —Leeds
- Analysis skills
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Client Relationship Administrator
Ardent Financial Planning —Micklegate
- From £26,227.50 a year
- 8 hour shift
- Hybrid work
- Organisational skills
- Financial services
- Time management
- Work from home
- Bereavement leave
Quick apply
18h
Paraplanner
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
YorWealth —York
- £38,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
8h
Paraplanner
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Paraplanner
BBT Group —Wakefield
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Practice Administrator
4Life Wealth Management —Harrogate
- From £26,000 a year
- Full-time
- Financial services
- Business Administration
- In-person
- Free parking
- Life insurance
Quick apply
11d
Paraplanner
YorWealth Ltd —York
- £42,000 - £45,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Tax experience
- Free parking
Quick apply
11d
Pension Administrator
First Actuarial —Leeds
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance
Financial Planning Client Administrator
Evelyn Partners —Leeds
- Full-time
- Organisational skills
- IT
- In-person
Quick apply
5d
Pensions Administrator
Broadstone Corporate Benefits Limited —York
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Experienced Financial Services Administrator
Budge and Company —Harrogate
- Full-time
- Financial services
- Communication skills
- Free parking
Trust Manager
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Project management
- Accounting
- Organisational skills
Quick apply
7d
Client Administrator
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
Quick apply

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

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Estate Planning Academy Associate

iTrust121
York

Quick apply

Job details

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

Qualifications

Sales
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

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in garforth, wyk

Estate Planning Academy Associate

Independent Financial Advisor

Client Services Associate - Onboarding - S&T

Financial Planning Administrator

Private Banker

Financial Administrator

Client Relationship Administrator

Paraplanner

Paraplanner

Client Delivery Associate

Paraplanner

Paraplanner

Practice Administrator

Paraplanner

Pension Administrator

Financial Planning Client Administrator

Pensions Administrator

Experienced Financial Services Administrator

Trust Manager

Client Administrator

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

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected