Wealth manager Work, Jobs in Wetherby, Wyk (with Salaries)

Estate Planning Academy Associate
iTrust121 —York
- £24,000 - £30,000 a year
- Full-time
- Sales
- In-person
Quick apply
Newly Qualified Social Worker
Leeds City Council —Leeds
- £34,434 - £36,363 a year
- Weekend availability
- English
- Microsoft Office
- Master's degree
- Annual leave
Wealth Manager
National Westminster Bank PLC —Leeds
- Full-time
- Hybrid work
- Banking
- Annual leave
18h
Third Party Assurance Manager/Senior Manager - Risk Advisory Services
BDO —Leeds
- Full-time
- AI
- Communication skills
North Finance Manager/ Finance Business Partner
BDO —Leeds
- Full-time
- Analysis skills
- Project management
- Leadership
- Flexible schedule
Social Worker
Leeds City Council —Leeds
- £38,220 - £40,777 a year
- Weekend availability
- English
- Microsoft Office
- Supervising experience
- Annual leave
Sales Director - Asset Management (New Business)
UST —Leeds
- Sales
- Master's degree
- Business development
Quick apply
Senior Executive Internal Audit - Risk Advisory Services
BDO —Leeds
- Full-time
- Analysis skills
- Organisational skills
- AI
Audit Quality - Corporate Reporting Advisory Senior Manager
BDO —Leeds
- Full-time
- Accounting
- Communication skills
Assistant Manager Internal Audit - Risk Advisory Services
BDO —Leeds
- Full-time
- Leadership
- Communication skills
Audit Learning & Development – Learning & Development Experienced Manager / Senior Manager (Development)
BDO —Leeds
- Full-time
- Management
- Travel
- Communication skills
5d
Audit Assistant Manager - North West
BDO —Leeds
- Full-time
- Supervising experience
Client Services Assistant - Print & Post
Lloyds Wealth —Leeds
- £26,200 a year
- Full-time
- Customer service
- Administrative experience
- Organisational skills
- Annual leave
- Work from home
14d
Tax Manager
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Communication skills
Quick apply
Controls Manager - Risk Advisory Services
BDO —Leeds
- Full-time
- AI
- Communication skills
Mental Health Support Worker Nights, Leeds
Inspire North —Leeds
- £26,320 - £27,319 a year
- Full-time
- Paid training
- Annual leave
14d
Data Privacy Assistant Manager
BDO —Leeds
- Full-time
- Analysis skills
- Organisational skills
- AI
VAT Specialist
Redmayne Bentley —Leeds
- £45,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- No degree
- Work from home
Procurement Manager
Redmayne Bentley —Leeds
- £55,000 a year
- Full-time
- Organisational skills
- Contracts
- Negotiation
Assistant Branch Manager
STARK Group —Selby
- Full-time
- Sales
- Communication skills
- Employee discount

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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

wealth manager jobs in wetherby, wyk

Estate Planning Academy Associate

Newly Qualified Social Worker

Wealth Manager

Third Party Assurance Manager/Senior Manager - Risk Advisory Services

North Finance Manager/ Finance Business Partner

Social Worker

Sales Director - Asset Management (New Business)

Senior Executive Internal Audit - Risk Advisory Services

Audit Quality - Corporate Reporting Advisory Senior Manager

Assistant Manager Internal Audit - Risk Advisory Services

Audit Learning & Development – Learning & Development Experienced Manager / Senior Manager (Development)

Audit Assistant Manager - North West

Client Services Assistant - Print & Post

Tax Manager

Controls Manager - Risk Advisory Services

Mental Health Support Worker Nights, Leeds

Data Privacy Assistant Manager

VAT Specialist

Procurement Manager

Assistant Branch Manager

I want to receive the latest job alerts for wealth manager in wetherby, wyk

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