Wealth management Work, Jobs in Timperley, Gtm (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
6d
Experienced Life Insurance Advisor - Office Based
Essential Insurance —Sale
- £35,000 - £75,000 a year
- Part-time
- Financial services
- In-person
- Negotiation
- Free parking
- Profit sharing
Quick apply
13d
High Net Worth Underwriter - Part Time
Together —Cheadle
- £300,000 a year
- Full-time
- Tax experience
Quick apply
5d
Wealth Management Manager
Quilter plc —Manchester
- From £8,000 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
Property Investment Broker
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- CRM software
- Sales
- Salesforce
Quick apply
7d
Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS
AWS EMEA SARL (UK Branch) —Manchester
- Full-time
- PMP
- Engineering
- Business development
12d
FinCrime Due Diligence Analyst
Capital on Tap —Manchester
- £500 - £750 a week
- Analysis skills
Partner Support Executive
Close Brothers —Sale
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Sales
High Net Worth Underwriter
Together —Cheadle
- Full-time
- Tax experience
Quick apply
Paraplanner
Daintree Wealth Management —Manchester
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Gym membership
Quick apply
11d
Technical Business Analyst
Evelyn Partners —Manchester
- From £6,500 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
9d
Management Accountant
ZEAL Creative —Manchester
- Part-time
- Microsoft Excel
- IT
- Marketing
- Annual leave
- Work from home
AML & Conflicts Analyst (12 Month Fixed Term Contract)
Trowers & Hamlins —Manchester
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
Direct Sales (Property Investment)
Let Property —Manchester
- £45,000 - £75,000 a year
- Full-time
- Sales
- Administrative experience
- Organisational skills
Quick apply
14d
SVP, Product Owner – Wealth PMS Platform
The Bank of New York Mellon Corporation —Manchester
- Full-time
- Computer Science
- Master's degree
- Bachelor's degree
Finance Business Partner
M&G plc —Manchester
- From £7,800 a month
- Full-time
- In-person
- Profit sharing
- Health & wellbeing programme
Quick apply
Assistant Customer Due Diligence - Mandarin Speaking
Bank of China —Manchester
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- English
Account Manager
Close Brothers —Manchester
- Full-time
- Hybrid work
- CRM software
- Customer service
- Analysis skills
7d
Bid Manager
razorblue Careers —Salford
- £40,000 - £45,000 a year
- Hybrid work
- English
- Microsoft Office
- Driving
- Life insurance
Quick apply
Technical Account Manager
AJ Bell —Manchester
- From £5,800 a month
- Full-time
- Microsoft Excel
- SQL
- Analysis skills
- Life insurance
- Sick pay
Quick apply
13d

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Paraplanner/Trainee IFA (hybrid)

Slater Financial Ltd
Buxton

Quick apply

Job details

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

Paraplanner/Trainee IFA (hybrid)

Experienced Life Insurance Advisor - Office Based

High Net Worth Underwriter - Part Time

Wealth Management Manager

Property Investment Broker

Sr. Customer Solutions Manager, UKI Customer Solutions Management, Field-AGS-UKI-ENT-CS

FinCrime Due Diligence Analyst

Partner Support Executive

High Net Worth Underwriter

Paraplanner

Technical Business Analyst

Management Accountant

AML & Conflicts Analyst (12 Month Fixed Term Contract)

Direct Sales (Property Investment)

SVP, Product Owner – Wealth PMS Platform

Finance Business Partner

Assistant Customer Due Diligence - Mandarin Speaking

Account Manager

Bid Manager

Technical Account Manager

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

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