Investment associate Work, Jobs in Leeds (with Salaries)

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Associate Flood Forecasting Modeller
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Bachelor's degree
Client Delivery Associate
The Private Office —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Financial services
Associate Hydrologist
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Master's degree
- Bachelor's degree
12d
Assistant Project Manager/ Project Manager (Water Sector)
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Project management
- Organisational skills
Associate Risk Manager / Project Director
AECOM —Leeds
- Full-time
- Hybrid work
- Project management
- Bachelor's degree
- Team management
Evaluation and Benefits Management Technical Specialist (Associate/Technical Director - Transport Planning)
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Analysis skills
- Leadership
13d
Assistant Cost Manager/ Cost Manager (Flood Alleviation)
AECOM —Leeds
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- IT
Associate Director Sustainable Infrastructure
Jacobs —Leeds
- Hybrid work
- Business development
- Construction experience
- In-person
1d
Assistant Cost Manager/ Cost Manager (Water Sector)
AECOM —Leeds
- Full-time
- Hybrid work
- Organisational skills
- Contracts
- IT
Trusts Associate
Irwin Mitchell —Leeds
- Analysis skills
Client Implementation Associate
Aon Corporation —Leeds
- Communication skills
Senior Project Manager - Water Sector
AECOM —Leeds
- Full-time
- Hybrid work
- Management
- Engineering
- Project management
Senior Associate Client Administration
Evelyn Partners —Leeds
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Communication skills
Quick apply
16h
Associate Director - Transport Planning
AECOM —Leeds
- Full-time
- Hybrid work
- Engineering
- Business development
- Leadership
Principal Associate - Housing Development & Regeneration - Leeds
Gowling WLG —Leeds
- Full-time
- Hybrid work
- Annual leave
Business Architect & Org Design Lead
AECOM —Leeds
- Full-time
- Hybrid work
- Bachelor's degree
- No degree
- Leadership
Associate/Senior Associate - Housing Development & Regeneration
Gowling WLG —Leeds
- Hybrid work
- Leadership
- Annual leave
Associate Director - Procurement
Turner & Townsend —Leeds
- Full-time
- Management
- Engineering
- Travel
Quick apply
Associate Asset Management Consultant - Water Sector
Arup —Leeds
- Management
- Engineering
- Business development
18h

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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

investment associate jobs in leeds

Estate Planning Academy Associate

Associate Flood Forecasting Modeller

Client Delivery Associate

Associate Hydrologist

Assistant Project Manager/ Project Manager (Water Sector)

Associate Risk Manager / Project Director

Evaluation and Benefits Management Technical Specialist (Associate/Technical Director - Transport Planning)

Assistant Cost Manager/ Cost Manager (Flood Alleviation)

Associate Director Sustainable Infrastructure

Assistant Cost Manager/ Cost Manager (Water Sector)

Trusts Associate

Client Implementation Associate

Senior Project Manager - Water Sector

Senior Associate Client Administration

Associate Director - Transport Planning

Principal Associate - Housing Development & Regeneration - Leeds

Business Architect & Org Design Lead

Associate/Senior Associate - Housing Development & Regeneration

Associate Director - Procurement

Associate Asset Management Consultant - Water Sector

I want to receive the latest job alerts for investment associate in leeds

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