Buxton
Paraplanner / Trainee Financial Adviser – Hybrid Route – Buxton – £38,000–£42,000 (OTE £65k+)\n Location: Buxton, Derbyshire (hybrid working available) Starting Salary: £38,000–£42,000 OTE: £65,000+ (uncapped, zero threshold) Progression: Automatic increase to £48,000 upon achieving CAS Benefits: Full study support, BUPA private health cover, pension, all client leads provided Why This Firm Stands Out\n This is a well-established, fully independent financial planning firm with a loyal client base across Derbyshire and the surrounding counties. The team is highly experienced, supportive and growth-focused, offering a rare opportunity to transition from paraplanning into a full advisory role with complete backing, structure and guaranteed client leads. \n Unlike many trainee adviser roles, this firm provides: \n\n • All client leads — new and existing\n, • Uncapped bonuses with zero minimum threshold\n, • A transparent, fully funded route to Competent Adviser Status (CAS)\n, • Hybrid working\n, • A strong base salary from day one\n\n This is a boutique environment where you’re supported closely by advisers, paraplanners and compliance — ideal for someone who wants to step confidently into advising without the pressure of self-sourcing clients. Role Overview\n This hybrid role bridges technical paraplanning and client-facing financial advice, giving you a structured pathway to becoming a fully qualified adviser. You’ll begin with technical work and gradually transition into taking ownership of client relationships and delivering holistic financial planning. Key Responsibilities\n\n • Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners\n, • Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews\n, • Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS\n, • Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support\nWhat We’re Looking For\n\n, • Strong background within an IFA environment\n, • Experience drafting complex suitability reports\n, • Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion\n, • Based within a commutable distance of Buxton\n, • Excellent communication skills & emotional intelligence\n, • Genuine ambition to build a long-term advisory career\nWhat You’ll Receive\n\n, • £38,000–£42,000 starting salary\n, • OTE £65,000+ (uncapped, zero threshold bonuses)\n, • £48,000 base salary upon achieving CAS\n, • BUPA private health cover\n, • Company pension scheme\n, • Full funding for all exams & study materials\n, • All client leads provided (new & existing)\n, • Hybrid working\n, • Supportive, local firm with clear progression\nInterested?\n If you’re ready to transition your technical expertise into a lucrative, client-facing advisory career, apply now, or if you’re exploring other opportunities within wealth management, apply now and let’s have a chat.