Working With Us

Trust Will Plan’s qualified Estate Planners follow a programme of Continuous Professional Development and all planners work to the highest standards set within the estate planning industry. Many of our planners hold Society of Will Writers membership and are STEP registered. We will ensure that the advice our clients need will be provided by the most suitably qualified planners.

Current Opportunities available at Total Wealth Planning

Our Financial Advice Business Total Wealth Planning requires an Administrator for our Head Office in Reigate

 

This is an exciting role for an experienced administrator / senior administrator to step up and help build a new and unique Independent Financial Advisory Firm. As an administrator you will be responsible for following processes and procedures that allow the service propositions to be fulfilled in the most efficient way whilst delivering the highest levels of customer service to both internal and external customers. 

 

It will be your responsibility to support our growing number of Financial Planners and part of your role will also include being the first point of contact for many of our clients. You will be required to work in a team environment and expected to go that extra mile ensuring that clients are treated with great care and attention.

 

You will be reporting directly to the Office Manager. This role would suit an individual with a proven track record of working within a fast paced environment and ideally a innovative advisory business.

 

Competitive salary and benefits offered for the right individual.

Our Financial Advice Business Total Wealth Planning requires a further Research Specialist – Paraplanner (Office/Home Based)

 

Any applying candidates must be Level 4 Diploma qualified as a minimum, have a very good attention to detail and ideally 5 years or more experience in working with Financial Planners.

 

Strategy planning for High Net Worth clients including tax mitigation and trust advice is also a desired skill that we would like to see evidenced. In return you will be rewarded very well with a competitive salary and have the opportunity to participate in a bonus share scheme. Furthermore you will be joining a business with excellent career opportunities as we continue to grow.  

Our Financial Advice Business Total Wealth Planning requires two experienced Financial Planners in the following areas:

 

London and Midlands

 

Various Packages available dependant on qualification and experience

 

As a fast growing IFA practice we require a further experienced Independent Financial Adviser to join a professional, friendly, hardworking team. Ideally you should be Chartered or be making progress towards it and must hold CAS status. A candidate with a number of their own clients or a transferable client bank would be ideal.

 

In return a number of support services will be provided; full administrative support, access to leads through qualified appointment making, ongoing support for professional development.

 

This is a great opportunity for an IFA who is self motivated, hardworking, proactive and keen to maximise the opportunity available. We offer a highly competitive remuneration package for the right candidate.

Please send your CV to us by post or email us at info@trustwillplan.co.uk