Wealth management Work, Jobs in Jodrell Bank, Chs (with Salaries)

Paraplanner/Trainee IFA (hybrid)
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
9d
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
- Tax experience
Quick apply
8d
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Property Investment Broker
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
10d
Bid Manager
razorblue Careers —Salford
- £40,000 - £45,000 a year
- Hybrid work
- English
- Microsoft Office
- Driving
- Life insurance
Quick apply
Relationship Manager Corporate Banking - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Management
- Sales
- Marketing
Direct Sales (Property Investment)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
Sales Rep (High Ticket Sales)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
10d
Assistant Customer Due Diligence - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
Technical Account Manager
AJ Bell —Manchester
- From £5,800 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Life insurance
- Sick pay
Quick apply
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
Business Development Executive
Home Lead Gen —Manchester
- £25,000 - £40,000 a year
- Full-time
- Remote
- Business development
- IT
- Financial services
- Work from home
Quick apply
5d
Concession Manager - John Lewis, Cheadle
Rodd&Gunn UK Ltd —Cheadle
- £14 - £15 an hour
- Management
- Sales
- Customer service
- Employee discount
Quick apply
Financial Advisory Manager
Evelyn Partners —Manchester
- From £8,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
Graduate Financial Planning Programme 2026
Oakmere Wealth Management —Northwich
- £25,000 a year
- Full-time
- Bachelor's degree
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
4d
HR Shared Services Administrator - 12 month FTC
Dechra Pharmaceuticals PLC —Northwich
- £30,000 - £33,000 a year
- Microsoft Excel
- Oracle
- Customer service
- Employee assistance programme
7d
Paraplanner
Eventus Recruitment Group —Knutsford
- £45,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Office
- Financial services
Technical Business Analyst
Evelyn Partners —Manchester
- From £6,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
11d
Technical Delivery Lead
Dechra Pharmaceuticals PLC —Northwich
- £90,000 - £95,000 a year
- Project management
- Travel
- Agile
- Employee assistance programme
14d
Senior Vice President, Wealth Services Operations Strategy
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Microsoft Office
- Bachelor's degree

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wealth management jobs near jodrell bank, chs

Paraplanner/Trainee IFA (hybrid)

Slater Financial Ltd
Buxton

Quick apply

Job details

Permanent | Full-time
£38,000 - £42,000 a year
9 days ago

Benefits

Company pension
Private medical insurance
Pay rise

Qualifications

Financial planning
Report writing
Organisational skills
Financial services
Communication skills
Certificate in Insurance

Full job description

Paraplanner / Trainee Financial Adviser (Hybrid Route)

Location: Buxton, Derbyshire (Hybrid working available)

Starting Salary: £38,000 – £42,000 (dependent on experience & qualifications)

On-Target Earnings (OTE): £65,000+ (uncapped, no minimum bonus threshold)

Advancement Salary: £48,000 basic upon achieving full Competent Adviser Status (CAS)

Benefits: Full study support, BUPA private health cover, company pension scheme, client leads provided, new and existing.

About Us

We are a well-established, independent financial advice (IFA) firm based in the heart of Buxton. We pride ourselves on delivering high-quality, trusted wealth management solutions to our loyal client base across Derbyshire and the surrounding counties.

As we continue to grow, we are looking for an ambitious, technical professional to join us in a hybrid role. This position bridges the gap between high-level paraplanning and face-to-face client advising, providing a fully funded, transparent route to becoming a fully qualified Financial Adviser.

The Opportunity

If you are an experienced Paraplanner or a Senior IFA Administrator looking to step up into advising, this role is tailored for you. You will enjoy the stability of a strong base salary alongside an immediate, highly lucrative reward structure.

Unlike traditional advisory roles, all client leads are fully provided by the firm from day one. Furthermore, our monthly bonus structure has no minimum threshold, meaning you are rewarded directly for your hard work and client successes from your very first case.

Key Responsibilities

Technical Paraplanning: Write comprehensive, compliant suitability reports and conduct fund research while you transition into your advising role.
Client Relationship Management: Shadow senior advisers, attend client meetings, and gradually take ownership of incoming client leads and existing client reviews.
Financial Advice: Provide holistic financial planning across pensions, investments, and protection as you build toward achieving CAS and beyond.
Compliance & Professional Development: Maintain high ethical standards, working closely with our compliance framework while utilising our full study support to progress your qualifications.

What We Are Looking For

Experience: A strong background within an IFA environment as a Paraplanner or senior administrator. You must know how to draft complex suitability reports.
Qualifications: Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or very close to completion.
Location: Based within a commutable distance of Buxton. This role offers the perfect balance for someone looking to escape the exhausting daily commute into Manchester or Sheffield city centres.
Attributes: Excellent communication skills, high emotional intelligence, and a genuine drive to build a long-term advisory career.

What We Offer

Immediate Earning Potential: A starting base of £38k – £42k with a realistic second-year OTE of £65k+.
Guaranteed Career Progression: Your base salary automatically increases to £45,000 the moment you achieve full CAS status.
Zero Threshold Bonuses: Uncapped bonus potential from your very first client meeting.
Premium Benefits Package: BUPA private health cover, a workplace DC pension scheme, and full financial backing for all your CII exams and study materials.

How to Apply

If you are ready to transition your technical expertise into a lucrative, client-facing advisory career within a supportive local firm, please submit your CV and a brief cover letter detailing your current qualification status to email [email protected]

Pay: £38,000.00-£42,000.00 per year

Benefits:

Company pension
Private medical insurance

Work Location: Hybrid remote in Buxton SK17 6EA

Quick apply

Refine Your Search

wealth management jobs in jodrell bank, chs

Paraplanner/Trainee IFA (hybrid)

High Net Worth Underwriter - Part Time

High Net Worth Underwriter

Property Investment Broker

Bid Manager

Relationship Manager Corporate Banking - Mandarin Speaking

Direct Sales (Property Investment)

Sales Rep (High Ticket Sales)

Assistant Customer Due Diligence - Mandarin Speaking

Technical Account Manager

Investment Manager

Business Development Executive

Concession Manager - John Lewis, Cheadle

Financial Advisory Manager

Graduate Financial Planning Programme 2026

HR Shared Services Administrator - 12 month FTC

Paraplanner

Technical Business Analyst

Technical Delivery Lead

Senior Vice President, Wealth Services Operations Strategy

I want to receive the latest job alerts for wealth management in jodrell bank, chs

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