Financial specialist Work, Jobs in Normanton, Wyk (with Salaries)

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Lead Salesforce Implementation Specialist
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- IT
- Leadership
- Employee discount
- Referral programme
Quick apply
Management Accountant
Guide Fly Fishing Ltd —Sherburn in Elmet
- £38,000 - £48,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Data analysis skills
- Agile
- Work from home
- Employee discount
Quick apply
12d
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Marketing Manager
CGI —Leeds
- Full-time
- Marketing
- Bachelor's degree
- IT
Quick apply
Assistant Manager, Financial Due Diligence - M&A
Deloitte —Leeds
- Hybrid work
- Microsoft Excel
- Analysis skills
- Presentation skills
5d
Deal Operations Specialist
Trimble —Leeds
- Full-time
- Google Suite
- Microsoft Excel
- Salesforce
Specialist Support Lead
The Sheffield College —Sheffield
- £40,746 - £47,578 a year
- Full-time
- Mentoring
- School
- Free parking
- Annual leave
11d
Financial Controller
STRAT7 —Leeds
- £60,000 - £70,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Microsoft Office
Quick apply
Managing Director
Techbelt —Elland
- £110,000 - £125,000 a year
- Full-time
- Sales
- Engineering
- Master's degree
- Relocation assistance
Quick apply
Head of Retail
BARNSLEY HOSPICE —Barnsley
- £51,150 a year
- Full-time
- Sales
- Travel
- Hospice
- Free parking
Quick apply
Corporate Finance & Advisory Specialist
IMG Advisors Ltd. —Leeds
- £88,000 a year
- Analysis skills
- Bachelor's degree
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
7d
Progress Coach English
The Sheffield College —Sheffield
- £33,160 - £37,283 a year
- Full-time
- English
- Teaching
- Annual leave
- Employee assistance programme
10d
Mortgage Advisor Second Charge
Believe Money Group —Doncaster
- From £32,000 a year
- Full-time
- Sales
- Customer service
- Basic maths
- Free parking
- Health & wellbeing programme
Quick apply
12d
Commissioning Operations Manager
Orchard Healthcare Group —Harrogate
- £60,000 - £65,000 a year
- Full-time
- Business development
- Communication skills
- Marketing
- Employee assistance programme
Quick apply
Fibre Quality Specialist
CityFibre —York
- Full-time
- Remote
- Travel
- Computer networking
- Annual leave
Quick apply
Financial Planning & Analysis (FP&A) Manager
Leger Shearings Group —Rotherham
- £55,000 - £60,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Analysis skills
- Free parking
- Annual leave
3d
Customer Service Specialist
Sherwin-Williams —Sheffield
- £27,895 - £34,044 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Annual leave
- Work from home
SAP Record to Report Specialist
Bakkavor —Leeds
- Azure
- Computer Science
- Master's degree
- Employee discount
- Life insurance
12d
Customer Relationship Executive
Zenith —Leeds
- Up to £29,705 a year
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave

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financial specialist jobs near normanton, wyk

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

financial specialist jobs in normanton, wyk

Estate Planning Academy Associate

Lead Salesforce Implementation Specialist

Management Accountant

Financial Planning Administrator

Marketing Manager

Assistant Manager, Financial Due Diligence - M&A

Deal Operations Specialist

Specialist Support Lead

Financial Controller

Managing Director

Head of Retail

Corporate Finance & Advisory Specialist

Progress Coach English

Mortgage Advisor Second Charge

Commissioning Operations Manager

Fibre Quality Specialist

Financial Planning & Analysis (FP&A) Manager

Customer Service Specialist

SAP Record to Report Specialist

Customer Relationship Executive

I want to receive the latest job alerts for financial specialist in normanton, wyk

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