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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:
For further details of the role:
Please call or email Jon Cobb on tel – 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.
Address:
Cedar Court, 6c Parkway
Porters Wood
St Albans
Hertfordshire
AL3 6PA
UNITED KINGDOM
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