Wealth management Work, Jobs in Tameside, Gtm (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
12d
Property Investment Broker
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
13d
Direct Sales (Property Investment)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
Assistant Customer Due Diligence - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
High Net Worth Underwriter - Part Time
Together —Cheadle
- Full-time
- Tax experience
Quick apply
11d
Investment Manager
Praetura Group —Manchester
- From £6,700 a month
- Full-time
- Financial services
- In-person
- Health & wellbeing programme
- Relocation assistance
Quick apply
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Relationship Manager Corporate Banking - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Management
- Sales
- Marketing
Investment Banking, Associate, MCR, Global Advisory
Rothschild & Co —Manchester
- Full-time
- Microsoft Office
- Analysis skills
- Financial services
Sales Rep (High Ticket Sales)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
13d
AML & Conflicts Analyst (12 Month Fixed Term Contract)
Trowers & Hamlins —Manchester
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Bid Manager
razorblue Careers —Salford
- £40,000 - £45,000 a year
- Hybrid work
- English
- Microsoft Office
- Driving
- Life insurance
Quick apply
Senior Vice President, Wealth Services Operations Strategy
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Management
- Microsoft Office
- Bachelor's degree
Business Support Officer - Children's Residential
Kirklees Council —Kirklees
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
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
8d
Partner Support Executive
Close Brothers —Sale
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Sales
Specialist, Cash Management Representative II
The Bank of New York Mellon Corporation —Manchester
- Full-time
Holiday Illness Claims Fee Earner (Training Contract Opportunity)
No.1 Solicitors —Oldham
- £16,000 - £25,000 a year
- Microsoft Word
- Microsoft Excel
- Communication skills
Business Development Manager (Direct Sales)
Let Property —Manchester
- £40,000 - £75,000 a year
- Full-time
- Sales
- In-person
- Negotiation
- Employee discount
Quick apply
3d
FP&A Analyst
Bravura Solutions —Manchester
- Full-time
- Microsoft Excel
- Data analysis skills
- Analysis skills
2d

I want to receive the latest job alerts for wealth management in tameside, gtm

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management jobs near tameside, gtm

Paraplanner/Trainee IFA

Slater Financial Ltd
Buxton

Quick apply

Job details

Permanent | Full-time
£38,000 - £42,000 a year
12 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 tameside, gtm

Paraplanner/Trainee IFA

Property Investment Broker

Direct Sales (Property Investment)

Assistant Customer Due Diligence - Mandarin Speaking

High Net Worth Underwriter - Part Time

Investment Manager

High Net Worth Underwriter

Relationship Manager Corporate Banking - Mandarin Speaking

Investment Banking, Associate, MCR, Global Advisory

Sales Rep (High Ticket Sales)

AML & Conflicts Analyst (12 Month Fixed Term Contract)

Bid Manager

Senior Vice President, Wealth Services Operations Strategy

Business Support Officer - Children's Residential

Business Development Executive

Partner Support Executive

Specialist, Cash Management Representative II

Holiday Illness Claims Fee Earner (Training Contract Opportunity)

Business Development Manager (Direct Sales)

FP&A Analyst

I want to receive the latest job alerts for wealth management in tameside, gtm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected