Financial advisory support Work, Jobs in North East Derbyshire, Dby (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
Finance Analyst
ONYX Insight —Nottingham
- Full-time
- CRM software
- Analysis skills
- Accounting
Quick apply
Graduate Trainee - A&A
Xeinadin —Nottingham
- Analysis skills
- Accounting
- Organisational skills
- Annual leave
- Employee assistance programme
1h
Trainee Mortgage Advisor
APR Money Ltd —Derby
- From £24,000 a year
- Full-time
- Hybrid work
- Basic maths
- Financial services
- Communication skills
- Life insurance
- Sick pay
Quick apply
3d
Senior HR Business Partner
Beverly Phillips Professional Services Ltd —Sheffield
- £66,000 - £78,000 a year
- Full-time
- In-person
- Leadership
- Annual leave
- Referral programme
Quick apply
4d
Account Executive, Captive Solutions
Artex —Meadows
- £116,500 - £227,000 a year
- Remote
- Business development
- Presentation skills
- Bachelor's degree
Group Internal Auditor
Frasers Group —Shirebrook
- Full-time
Quick apply
6d
Financial Planner (Virtual)
The Progeny Group Limited —Nottingham
- £150,000 - £400,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Research
- Employee assistance programme
- Referral programme
Quick apply
Trainee Mortgage Advisor
Connells Group —Sheffield
- Customer service
- Organisational skills
- Communication skills
- Employee discount
Quick apply
6d
Senior Financial Advisor
Gallagher Benefit Services —Phoenix
- Hybrid work
- Business development
- Bachelor's degree
Corporate Tax Compliance & Reporting Manager
Mazars —Nottingham
- Tax experience
Start & Sustain Adviser
East Midlands Chamber (Derbyshire, Nottinghamshire, Leicestershire) —Nottingham
- £40,000 - £42,500 a year
- Full-time
- CRM software
- Sales
- Business development
- Bereavement leave
4d
Wind Turbine Technician - Borescope
ONYX Insight —Nottingham
- Weekend availability
- Spanish
- English
- Bachelor's degree
Quick apply
Condition Monitoring Engineer
ONYX Insight —Nottingham
- Full-time
- Spanish
- Databases
- Bachelor's degree
Quick apply
Field Engineer
ONYX Insight —Nottingham
- Weekend availability
- Spanish
- English
- Bachelor's degree
Quick apply
Benefits and Reward Specialist
E.ON UK Ltd —Nottingham
- £52,620 - £66,907 a year
- Full-time
- Hybrid work
- Contracts
- Budgeting
- Marketing
Managing Consultant – Cyber Security
RSM UK —Nottingham
- Full-time
- Hybrid work
14d
Senior Clerk of Works
Gateley —Nottingham
- Computer literacy
- Business development
- Project management
- Flexible schedule
Accounts Semi Senior
RMT Accountants & Business Advisors —Nottingham
- Mentoring
- Time management
5d
Finance Manager
RMT Accountants & Business Advisors —Sheffield
- Hybrid work
- Data analysis skills
- Analysis skills
- Continuous improvement
9d

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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
Pension
Report writing
Suitability report preparation
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 jobs in north east derbyshire, dby

Paraplanner/Trainee IFA

Finance Analyst

Graduate Trainee - A&A

Trainee Mortgage Advisor

Senior HR Business Partner

Account Executive, Captive Solutions

Group Internal Auditor

Financial Planner (Virtual)

Trainee Mortgage Advisor

Senior Financial Advisor

Corporate Tax Compliance & Reporting Manager

Start & Sustain Adviser

Wind Turbine Technician - Borescope

Condition Monitoring Engineer

Field Engineer

Benefits and Reward Specialist

Managing Consultant – Cyber Security

Senior Clerk of Works

Accounts Semi Senior

Finance Manager

I want to receive the latest job alerts for financial advisory support in north east derbyshire, dby

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