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
