23 hours ago Be among the first 25 applicants
In-House iTrust Advisor (Full-Time, York-Based)
iTrust121: Simplified, Explained & Arranged
Location: York
Type: Full-time, permanent
Start Date: Negotiable
About the Role
iTrust121 is a fast-growing UK trust provider on a mission to modernise estate planning — making it simpler, smarter, and more accessible. We're on the lookout for an In-House Trust & Estate Planning Advisor, a key role at the centre of our national rollout.
This is a rare opportunity to help shape our products and client-first advisory function. You’ll work closely with senior management to guide clients, influence product development, and support our future network of franchisees and other intermediaries.
You don’t need a legal background — full training and legal oversight are provided. What matters most is your ability to communicate clearly, build client rapport, work to performance targets and deliver exceptional client service.
What You’ll Do
* Provide clear, plain-English consultations to clients and intermediaries via phone and video call.
* Gain an understanding of your clients needs through dynamic fact finding, present bespoke proposals and manage your clients choices to completion.
* Learn and master our full product range with full support from our legal team.
* Work with management to deliver insights into product/client journey development
* Help shape our national advisor support model
Who We’re Looking For
You might come from:
* Financial services or protection advice (IFA, mortgage, equity release, bancassurance)
* Legal or estate planning support (will writing, probate, paralegal)
* A strong client-facing or consultative sales role
You are:
* Based in or near Leeds/York.
* A confident communicator with excellent presentation skills
* Comfortable learning new structures and terminology
* Motivated by the opportunity to build, lead, and grow
* Keen to build a career and progress within the group
Desirable (but not essential):
* STEP certificate or experience working with STEP advisors
* Experience with a client relationship management system
* Familiarity with personal finance, protection, or tax planning
* Have experience in client presentation, proposal and closure.
What We Offer
* Ground-floor opportunity in a bold new approach.
* Full legal and product training from our in-house team
* A clear path to leadership or national advisory roles
* A close-knit team of legal, marketing, and tech specialists
* Uncapped commission and a competitive salary
* Real career development as we expand into franchise and intermediary models
Ready to lead, build and disrupt the future of estate planning?
Apply via LinkedIn or email your CV and a cover letter to
careers@iTrust121.com
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
* Industries
Funds and Trusts
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