Financial adviser Work, Jobs in Wilmslow (with Salaries)

Paraplanner/Trainee IFA
Slater Financial Ltd —Buxton
- £38,000 - £42,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
13d
Client Services Administrator
Wren Sterling —Wilmslow
- £26,500 - £30,000 a year
- Full-time
- Hybrid work
- Health & wellbeing programme
- Work from home
Quick apply
5d
Client Manager (Accountancy Practice)
DIGI Accountancy —Manchester
- £40,000 - £50,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Supervising experience
- In-person
- Annual leave
- Gym membership
Quick apply
Administrator (Financial Services)
Cheetham Jackson Ltd —Sale
- From £24,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Administrative experience
- Health & wellbeing programme
- Annual leave
Quick apply
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
- Tax experience
Quick apply
12d
Trainee Mortgage Adviser
The New Homes Group —Stockport
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
5d
IFA Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- English
- Microsoft Office
- Administrative experience
- Annual leave
- Life insurance
Quick apply
8d
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
Experienced Administrator for an Independent Financial Adviser (IFA)
Brookfield Financial Planning —Altrincham
- £25,000 - £30,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Free parking
- Annual leave
Quick apply
8d
Assistant Director, Equity Capital Markets, Finance, and Transaction Management Office (EFT), M&A
Deloitte —Manchester
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
5d
Chief of Staff to NED
Together —Cheadle
- Full-time
- Driving
- Travel
- Organisational skills
Quick apply
5d
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Personal Wealth Adviser
Lloyds Wealth —Manchester
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Finance & Administration Manager
Cavendish Golf Club —Buxton
- £30,000 a year
- Full-time
- Hospitality
- Microsoft Excel
- Microsoft Office
- Free parking
- Annual leave
Quick apply
12d
Audit Associate
Saffery —Manchester
- Full-time
- Hybrid work
- Travel
- Agile
- IT
- Profit sharing
- Annual leave
Financial Adviser
Eventus Recruitment Group —Manchester
- £42,500 - £50,000 a year
- Hybrid work
- Financial services
Controls Review Manager (Fixed Term Contract)
AJ Bell —Manchester
- £65,000 - £75,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Employee assistance 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
8d
UK Corporate FX Solutions Vice President
National Westminster Bank PLC —Manchester
- From £27,090 a year
- Full-time
- Sales
- Business development
- Financial services
- Annual leave
Independent Financial Adviser
Swiss Life Global Solutions —Manchester
- Business development
- IT
- Annual leave
- Employee assistance programme

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Paraplanner/Trainee IFA

Slater Financial Ltd
Buxton

Quick apply

Job details

Permanent | Full-time
£38,000 - £42,000 a year
13 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

financial adviser jobs in wilmslow

Paraplanner/Trainee IFA

Client Services Administrator

Client Manager (Accountancy Practice)

Administrator (Financial Services)

High Net Worth Underwriter - Part Time

Trainee Mortgage Adviser

IFA Administrator - Full Time

Investment Manager

Experienced Administrator for an Independent Financial Adviser (IFA)

Assistant Director, Equity Capital Markets, Finance, and Transaction Management Office (EFT), M&A

Chief of Staff to NED

High Net Worth Underwriter

Personal Wealth Adviser

Finance & Administration Manager

Audit Associate

Financial Adviser

Controls Review Manager (Fixed Term Contract)

Graduate Financial Planning Programme 2026

UK Corporate FX Solutions Vice President

Independent Financial Adviser

I want to receive the latest job alerts for financial adviser in wilmslow

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