Capital Fortune
Capital Fortune Rockhopper is seeking a Trainee Wills and Estate Planner to join their award-winning protection and mortgage brokerage in the City of London. The role involves providing a new wills and estate planning service to existing clients, with comprehensive training provided on drafting, trusts, and tax. The position offers a straight salary with no commission, professional fees paid, and a hybrid working arrangement once competent.
Capital Fortune is a national, award-winning mortgage and protection broker based in the heart of London's financial district. They offer specialist mortgage advice across a wide range of needs, including first-time buyers, remortgages, buy-to-let, expat mortgages, and complex income situations, as well as protection products such as life insurance, critical illness cover, and income protection. Capital Fortune is not tied to any single lender, allowing them to source competitive deals from a broad panel of banks and building societies.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Capital Fortune.
75% below the average for this role
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