Senior financial administrator Work, Jobs in Clay Cross, 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
Lead Salesforce Implementation Specialist
UniHomes —Sheffield
- £65,000 - £80,000 a year
- Full-time
- Salesforce
- IT
- Leadership
- Employee discount
- Referral programme
Quick apply
Senior Pensions Administrator
Royal Mail Group —Sheffield
- Full-time
- Microsoft Excel
- Communication skills
- Annual leave
- Sick pay
4d
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
5d
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
5d
Senior Administrator - School Operations (Fixed term)
University of Nottingham —Nottingham
- £29,740 - £36,446 a year
- Hybrid work
- School
- Work from home
7h
Salesforce Administrator
Propel Holdings UK Limited —Nottingham
- Hybrid work
- Salesforce
- Agile
- Financial services
Probate Team Manager
Right Legal Group —Chaddesden
- £40,000 - £50,000 a year
- Monday to Friday
- Hybrid work
- Driving
- Leadership
Quick apply
4d
Junior Salesforce Administrator
Cooper Parry —Derby
- Full-time
- Sales
- Salesforce
- DevOps
9d
Administrator
University of Sheffield —Rotherham
- £25,249 - £28,031 a year
- Part-time
- Hybrid work
- Customer service
- Mentoring
- Organisational skills
- Annual leave
- Employee discount
22h
Salesforce Developer
Propel Holdings UK Limited —Nottingham
- Hybrid work
- Salesforce
- APIs
- Agile
2d
Band 3 Administrator (LTNC)
Sheffield Health Partnership University NHS Foundation Trust —Sheffield
- £25,760 - £27,476 a year
- Part-time
- Microsoft Powerpoint
- Microsoft Word
8d
Project Manager - FLIX01&02 - GENS
Rehlko —Heanor
- Full-time
- Project management
- Travel
- Organisational skills
- Employee assistance programme
14h
Apprentice Finance Assistant
Maltby Learning Trust —Doncaster
- £12,347.42 - £22,071.00 a year
- Temporary
- Customer service
- Administrative experience
- Analysis skills
7d

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Part-Time Financial Advisory Services Administrator (3 Days per week)
Fyfe Financial —Sheffield
A minimum of 3 years' experience within financial planning or financial advisory services. Knowledge of pensions, investments and protection products.
£16,800 - £19,200 a year
Quick apply
3d
Financial Administrator
Purple Wealth Limited —Clowne
Administrative experience is required, preferably in the financial services sector, however all relevant training will be provided on the job.
£25,000 - £35,000 a year
Quick apply
3d

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senior financial administrator jobs near clay cross, dby

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

senior financial administrator jobs in clay cross, dby

Paraplanner/Trainee IFA (hybrid)

Lead Salesforce Implementation Specialist

Senior Pensions Administrator

Financial Planning Administrator / Junior Paraplanner

Financial Planning Administrator / Junior Paraplanner

Senior Administrator - School Operations (Fixed term)

Salesforce Administrator

Probate Team Manager

Junior Salesforce Administrator

Administrator

Salesforce Developer

Band 3 Administrator (LTNC)

Project Manager - FLIX01&02 - GENS

Apprentice Finance Assistant

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