Financial professional Work, Jobs in New Mills, 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
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
3d
Head of Data Protection
Together —Cheadle
- Full-time
- Continuous improvement
- Driving
- Communication skills
Quick apply
Chief of Staff to NED
Together —Cheadle
- Full-time
- Driving
- Travel
- Organisational skills
Quick apply
2d
PMO Analyst
Together —Cheadle
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Azure
- Employee discount
Quick apply
Trainee IVA Advisor - Cheadle, Stockport (Office Based)
My Debt Plan —Cheadle
- £27,000 - £50,000 a year
- Full-time
- Data entry
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
11d
Data Modeler & Governance Specialist
Together —Cheadle
- £45,000 - £60,000 a year
- Full-time
- SQL
- IT
- In-person
- Health & wellbeing programme
- Gym membership
Quick apply
Finance Graduate Trainee
Skylander Holdings Ltd —Alderley Edge
- Full-time
- Microsoft Excel
- Microsoft Office
- Analysis skills
- Employee discount
Quick apply
2d
Telesales Team Manager - Customer Loyalty
Together —Cheadle
- Full-time
- Sales
- Analysis skills
- Supervising experience
Quick apply
International Property Investment Paralegal
Gateley —Manchester
- Organisational skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Compliance Monitoring Manager
Together —Cheadle
- Full-time
- Project management
- Driving
- Financial services
Quick apply
Accounts Assistant
Manor Development Company —Sheffield
- £25,000 - £26,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Credit Controller
Scott's Hire Limited —Sandbach
- From £17.50 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Travel
- IT
- Annual leave
Quick apply
4d
Head of Corporate Relationships
Together —Cheadle
- Full-time
- Management
- Leadership
Quick apply
Legal Assistant - Private Client
Lovedays Solicitors —Bakewell
- From £24,500 a year
- Full-time
- Microsoft Office
- Administrative experience
- Organisational skills
- Free parking
- Annual leave
Quick apply
14d
Part Time Front of House Coordinator
Together —Cheadle
- Full-time
- Microsoft Office
- First Aid Certification
- Communication skills
Quick apply
Senior Management Accountant
Together —Cheadle
- Full-time
- Accounting
- Communication skills
Quick apply
AI Product Manager
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- AI
- Employee discount
- Referral programme
Quick apply
Head of Financial Crime and MLRO
Together —Cheadle
- Full-time
Quick apply

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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 professional jobs in new mills, dby

Paraplanner/Trainee IFA (hybrid)

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

Head of Data Protection

Chief of Staff to NED

PMO Analyst

Trainee IVA Advisor - Cheadle, Stockport (Office Based)

Data Modeler & Governance Specialist

Finance Graduate Trainee

Telesales Team Manager - Customer Loyalty

International Property Investment Paralegal

High Net Worth Underwriter

Compliance Monitoring Manager

Accounts Assistant

Credit Controller

Head of Corporate Relationships

Legal Assistant - Private Client

Part Time Front of House Coordinator

Senior Management Accountant

AI Product Manager

Head of Financial Crime and MLRO

I want to receive the latest job alerts for financial professional in new mills, dby

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