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 a Financial Planner, with 5 or more years’ experience, 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.