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.