Looking for a New Role?

 

Trinity Wealth Management is a firm of fee based independent financial advisors in St Albans providing Financial Plans, Cashflow forecasts, Wealth Management, including Pension, Investment & Estate Planning advice to high net-worth clients.

We take a holistic approach to financial planning and investment management. Our aim is to build long lasting relationships with our clients by providing a high quality bespoke service to meet their individual needs. Being a Christian company, we focus on Biblical Financial Planning but also   advise non-Christian clients too.

Opportunities

 

Financial Planner

We are looking for an experienced Financial Planner to join our team of Planners, Paraplanners and Administrators. The purpose of the role is to be a pivotal part of our advisory team in providing high-quality bespoke financial planning, with wealth management and investment strategies to develop long standing relationships with our clients, whilst upholding the values of the company.

Location: Office based role working in our St Albans office (with a hybrid working arrangement on completion of the Probationary Period)
Hours: 09.00 to 17.30, Monday to Friday
Contract: Permanent
Holidays: 25 days annual leave plus Bank Holidays
Salary: Competitive based on experience
Other Benefits: Business mileage paid, Quarterly bonus based on new business acquired, Pension scheme

For further details of the role:
Please call or email Jon Cobb:

Telephone – 07768367195
Email – Jon.Cobb@twm.uk.com

To Apply for this Position:
To apply for this role, you must:

– hold an existing Right to Work in the UK status
– have your own vehicle

Send (or email as above) your CV to:

Jon Cobb at Trinity Wealth Management, Cedar Court,
6C Parkway, Porters Wood, St Albans AL3 6PA.

 


Paraplanner

We are looking for an experienced Paraplanner to join our team of Financial Planners, Paraplanners and Administrators. The purpose of the role is to be a pivotal part of the financial planning process in supporting Advisors by researching, analysing information and producing a wide range of technical documentation for clients, whilst upholding the values of the company.

Location: Office based role working in our St Albans office (with a hybrid working arrangement on completion of the Probationary Period)
Hours: 09.00 to 17.30, Monday to Friday
Contract: Permanent
Holidays: 25 days annual leave plus Bank Holidays
Salary: Competitive based on experience
Other Benefits: Pension scheme

For further details of the role:
Please call or email Jon Cobb:

Telephone – 07768367195
Email – Jon.Cobb@twm.uk.com

To Apply for this Position:
(To apply for this role, you must hold an existing Right to Work in the UK status)
Send (or email as above) your CV to:

Jon Cobb at Trinity Wealth Management, Cedar Court,
6C Parkway, Porters Wood, St Albans AL3 6PA.

 


Office Administrator

We are looking for an experienced Office Administrator to provide a high quality support service to Advisors and colleagues. The role also involves liaising with providers and clients so excellent communication, IT and teamworking skills are required.

Location: Office based role working in our St Albans office (with a possibility of a hybrid working arrangement on completion of the Probationary Period)
Hours: 09.00 to 17.30, Monday to Friday
Holidays: 25 days annual leave plus Bank Holidays
Salary: Competitive based on experience
Contract: Permanent
Other Benefits: Pension Scheme

Contact Details for Queries:
Please contact Beverley Taylor-Doe:

Telephone 01727 851123 or
Email Beverley.Taylor-Doe@twm.uk.com 

To Apply for this Position:
(To apply for this role you must hold an existing Right to Work, in the UK, status)
Send (or email as above) your CV to:

Beverley Taylor-Doe, Trinity Wealth Management,
Cedar Court, 6C Parkway, Porters Wood,
St Albans AL3 6PA.