Financial research Work, Jobs in Wingerworth, Dby (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
Data Researcher – Full Time (hybrid – office/remote)
Beauhurst —Nottingham
- From £26,000 a year
- Full-time
- Hybrid work
- APIs
- Communication skills
- Work from home
Generalist Adviser - Macmillan Money and More
Citizens Advice Derbyshire Districts —Newbold
- £29,806 a year
- Full-time
- Hybrid work
- IT
- Communication skills
- Annual leave
- Work from home
Quick apply
Lecturer in Business
Fairfield School of Business —Sheffield
- Weekend availability
- Doctoral degree
- Master's degree
- In-person
- Annual leave
- Employee discount
Quick apply
11d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Employee assistance programme
- Referral programme
Quick apply
FP&A Analyst - Python/Data Modelling/Coding focus
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Google Suite
- Microsoft Office
- SQL
Trainee Solicitor (QWE) – London & Regional
Accutrainee —Sheffield
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
Product Design Manager (UX)
Capital One UK —Nottingham
- Full-time
- Hybrid work
- Computer Science
- Project management
- Bachelor's degree
- Annual leave
9d
Apprenticeships Compliance and Management Information Co-ordinator
University of Sheffield —Sheffield
- £27,319 - £33,951 a year
- Full-time
- Microsoft Office
- Administrative experience
- University
- Annual leave
- Employee discount
3h
Cyber Security Officer
SBS —Sheffield
- £55,000 - £75,000 a year
- Full-time
- Hybrid work
- AWS
- Computer networking
- Linux
Quick apply
Business Services Officer
i-Jobs —Matlock
- £15.40 an hour
- Temporary
- Microsoft Office
- Administrative experience
- Supervising experience
Quick apply
1d
Financial Planning Administrator / Junior Paraplanner
Red IFA (Nottingham) Limited —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Assistant Project Officer
Archaeological Research Services —Bakewell
- £29,931 - £32,000 a year
- English
- IT
- Annual leave
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Referral programme
Quick apply
Lecturer in Counselling
Fairfield School of Business —Sheffield
- Full-time
- Doctoral degree
- English
- Master's degree
- Annual leave
- Employee discount
Quick apply
11d
Business Development Manager
CitySprint —Calverton
- £36,549 - £56,079 a year
- Full-time
- Remote
- CRM software
- Salesforce
- Microsoft Office
Quick apply
Financial Planning Administrator / Junior Paraplanner
Red IFA Nottingham Ltd —Nottingham
- From £25,420 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
4d
Assistant Finance Business Partner
University of Sheffield —Sheffield
- £32,080 - £36,636 a year
- Full-time
- Hybrid work
- Customer service
- Computer literacy
- ERP systems
- Annual leave
- Employee discount
Company Secretariat Associate
TheNottingham —Nottingham
- £28,000 - £35,000 a year
- Hybrid work
- Business
- Office experience
14d
CYP Resource Programme Lead
Change Grow Live —South Yorkshire
- £45,583.51 - £50,128.89 a year
- Remote
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
1d

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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

financial research jobs in wingerworth, dby

Paraplanner/Trainee IFA (hybrid)

Data Researcher – Full Time (hybrid – office/remote)

Generalist Adviser - Macmillan Money and More

Lecturer in Business

Paraplanner

FP&A Analyst - Python/Data Modelling/Coding focus

Trainee Solicitor (QWE) – London & Regional

Product Design Manager (UX)

Apprenticeships Compliance and Management Information Co-ordinator

Cyber Security Officer

Business Services Officer

Financial Planning Administrator / Junior Paraplanner

Assistant Project Officer

Financial Planner (Virtual)

Lecturer in Counselling

Business Development Manager

Financial Planning Administrator / Junior Paraplanner

Assistant Finance Business Partner

Company Secretariat Associate

CYP Resource Programme Lead

I want to receive the latest job alerts for financial research in wingerworth, dby

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