iTrust121
Licensed Adviser Partner (Estate Planning)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Comprehensive Estate Planning for Estate Planners. Self-Employed Opportunity.
Helping ambitious advisers deliver more comprehensive solutions without building a larger infrastructure.
Have you outgrown traditional will writing? Still referring away valuable opportunities?
We help ambitious advisers broaden their offering, participate in larger opportunities and deliver more comprehensive estate planning solutions whilst remaining independent and retaining ownership of their clients and business.
About iTrust121
iTrust121 is a comprehensive estate planning implementation and support platform that helps advisers expand beyond traditional will writing.
We provide the capability, credibility, infrastructure and technical expertise that ambitious advisers need to deliver more comprehensive solutions to their clients, without the cost and complexity of building a larger back office.
Through our nationwide support network, professional trustee services and specialist planning expertise, we help advisers unlock larger opportunities, improve client outcomes and grow more valuable businesses.
iTrust121 services include:
- Holistic Legacy Planning Solutions
- Vulnerable Beneficiary Planning
- Modern Trust Planning
- Inheritance Tax Planning
- Property Planning
- Business Succession Planning
- International Estate Planning
- Global Shield Solutions
- Professional Trustee Services
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Opportunity
We are seeking ambitious professionals to join our growing network as Licensed Adviser Partners.
As a Licensed Adviser Partner, you remain fully independent while gaining access to the iTrust121 estate planning ecosystem.
This is ideal for professionals who have built strong client relationships and now want to offer more sophisticated estate planning services without referring opportunities elsewhere.
As a Licensed Adviser Partner, you gain access to:
- Specialist technical expertise
- Estate planning implementation support
- Professional trustee services
- Drafting support
- Operational infrastructure
- National marketing support
- Lead generation opportunities
- Ongoing professional development
- Business development support
- Training and education programmes
- Access to larger and more complex cases
Who We Work With
We welcome applications from:
- Independent Will Writers
- Estate Planners
- Legacy Planners
- Probate Specialists
- Financial Advisers
- Mortgage Brokers
- Accountants
- Wealth Professionals
- Other trusted advisers helping families protect and preserve wealth
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Who We're Looking For
You may be an excellent fit if you:
- Have an existing client base
- Already provide wills, estate planning or related services
- Have established credibility within your local market
- Want to broaden your proposition
- Have a growth mindset
- Are committed to delivering exceptional client outcomes
- Want to build a long-term, valuable advisory business
What Makes This Different?
Most networks provide products.
We provide infrastructure.
Rather than building specialist departments, recruiting technical staff or creating complex systems yourself, you gain access to an established support platform that allows you to focus on what you do best — building relationships and advising clients.
Next Steps
We are looking for a limited number of advisers in each area who share our commitment to comprehensive estate planning.
Submit your application (CV and below applicant form) and, if selected, you'll be invited to a confidential Discovery Meeting where we'll discuss your current business, future ambitions and the opportunities available.
Please be aware this position is self-employed.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location