Financial administrator Work, Jobs in Kirklees, Wyk (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
7d
Lead Salesforce Implementation Specialist
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- IT
- Leadership
- Employee discount
- Referral programme
Quick apply
Accounts & Billing Assistant
Makin Dixon Solicitors Ltd —Bradford
- £12.71 an hour
- Part-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Health & wellbeing programme
- Employee discount
Quick apply
14d
Asbestos Administrator
Mitie —Kirkburton
- Full-time
- Microsoft Outlook
- IT
- Communication skills
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Part-Time Financial Advisory Services Administrator (3 Days per week)
Fyfe Financial —Sheffield
- £16,800 - £19,200 a year
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Computer literacy
- Free parking
- Annual leave
Quick apply
1d
Client Account Administrator
Internova Travel Group —Halifax
- Weekend availability
- Remote
- Salesforce
- Microsoft Office
- Travel
- Annual leave
- Employee assistance programme
Financial Adviser (Perspective Mackrill)
Perspective Financial Group —Ripponden
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
14d
Financial Administrator
Perspective Financial Group —Leeds
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Finance Administrator
Leeds Bradford Airport —Leeds
- £25,000 - £27,000 a year
- Full-time
- Hybrid work
- Sales
- Accounting
- Work from home
14d
Business Support Coordinator/Administrator
Avove —Brighouse
- Full-time
- Microsoft Excel
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Financial Administrator
Bupa —Sheffield
- £15,854 - £20,159 a year
- Full-time
- Customer service
- Employee discount
- Referral programme
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Leeds
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Patient Administrator (Bank)
Circle Health Group —Huddersfield
- £12.21 an hour
- Part-time
- Hospital
- Annual leave
Trainee Accountant
Marshalls PLC —Elland
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Employee discount
Quick apply
5d
Legal Administrator Leeds
Bevan Brittan —Leeds
- Monday to Friday
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Employee assistance programme
Trainee Insolvency Administrator,Contentious
Begbies Traynor Group —Leeds
- Full-time
- Customer service
- Accounting
- Communication skills
- Employee discount
Accounts Payable Administrator (11mth FTC)
Mamas & Papas —Huddersfield
- Full-time
- Employee discount
Quick apply
14d
Legal Administrator
The Progeny Group Limited —Leeds
- Up to £25,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Quick apply
Administrator
Leeds City Council —Leeds
- £28,598 - £31,022 a year
- Full-time
- Microsoft Outlook
- Computer literacy
- English
- Annual leave
7d

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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
7 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 administrator jobs in kirklees, wyk

Paraplanner/Trainee IFA (hybrid)

Lead Salesforce Implementation Specialist

Accounts & Billing Assistant

Asbestos Administrator

Accounts Assistant

Part-Time Financial Advisory Services Administrator (3 Days per week)

Client Account Administrator

Financial Adviser (Perspective Mackrill)

Financial Administrator

Finance Administrator

Business Support Coordinator/Administrator

Financial Administrator

Financial Planning Administrator

Patient Administrator (Bank)

Trainee Accountant

Legal Administrator Leeds

Trainee Insolvency Administrator,Contentious

Accounts Payable Administrator (11mth FTC)

Legal Administrator

Administrator

I want to receive the latest job alerts for financial administrator in kirklees, wyk

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