Financial Planner

Trinity Wealth Management is a firm of fee-based independent Financial Planners in St Albans providing Pension, Investment & Protection 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 although we do support non-Christian clients too.

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 (pro rata)

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 on tel – 07768367195 / email – [email protected]

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.