Financial advisory support occupations Work, Jobs in Monton, 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
Customer Support Administrator (Debt Advice)
Angel Advance —Warrington
- £25,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
Wealth Associate – Financial Planning
Swalemond Search —Manchester
- £27,000 - £34,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
7d
Client Support Administrator
Swiss Life Global Solutions —Manchester
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Client Relationship Manager
Pension Pulse —Manchester
- £35,000 - £60,000 a year
- Full-time
- Sales
- Organisational skills
- Communication skills
- Life insurance
Quick apply
Investment Administrator
Quilter —Manchester
- Full-time
- Hybrid work
- Microsoft Word
- CRM software
- Writing skills
7d
IFA Administrator
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Profit sharing
Quick apply
Client Relationship Manager
Mattioli Woods —Stockport
- Full-time
- Hybrid work
- Financial services
- Phone etiquette
Client Administrator - Manchester
Atomos —Sale
- Hybrid work
- Communication skills
Administrator - Full Time
Burfield Financial Planning —Northwich
- £26,000 - £30,000 a year
- Full-time
- Microsoft Word
- English
- Administrative experience
- Annual leave
- Life insurance
Quick apply
12h
Central Operations Administrator
Swiss Life Global Solutions —Manchester
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Client Experience and Support Administrator
Pension Pulse —Manchester
- £30,000 a year
- Full-time
- Administrative experience
- Organisational skills
- Life insurance
Quick apply
Senior Wealth Administrator
RGH‑Global Limited —Altrincham
- £28,000 - £34,000 a year
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Annual leave
- Employee discount
8d
Pensions Administrator
Broadstone Corporate Benefits Limited —Manchester
- Full-time
- Continuous improvement
- Communication skills
- Health & wellbeing programme
- Employee discount
Financial Planning Associate - Manchester
Atomos —Sale
- Hybrid work
- CRM software
- Organisational skills
- AI
3d
Senior Pension Administrator
Whitehall Group (UK) Ltd —Bury
- From £25,000 a year
- Full-time
- Customer service
- Writing skills
- Administrative experience
- Sick pay
Quick apply
3d
Paraplanning
Equilibrium Financial Planning —Wilmslow
- Up to £45,000 a year
- Annual leave
- Work from home
14d
Paraplanner
Eventus Recruitment Group —Manchester
- £45,000 a year
- Hybrid work
- Flexible schedule
Paraplanner
Moneytree Financial Solutions —Runcorn
- £20 an hour
- Part-time
- Organisational skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Paraplanner
K3 Advisory Group —Manchester
- Full-time
- Hybrid work
- Profit sharing
Quick apply

I want to receive the latest job alerts for financial advisory support occupations in monton, gtm

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

Paraplanner/Trainee IFA

Slater Financial Ltd
Buxton

Quick apply

Job details

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

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 advisory support occupations jobs in monton, gtm

Paraplanner/Trainee IFA

Customer Support Administrator (Debt Advice)

Wealth Associate – Financial Planning

Client Support Administrator

Client Relationship Manager

Investment Administrator

IFA Administrator

Client Relationship Manager

Client Administrator - Manchester

Administrator - Full Time

Central Operations Administrator

Client Experience and Support Administrator

Senior Wealth Administrator

Pensions Administrator

Financial Planning Associate - Manchester

Senior Pension Administrator

Paraplanning

Paraplanner

Paraplanner

Paraplanner

I want to receive the latest job alerts for financial advisory support occupations in monton, gtm

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected