Paraplanner in England

Job Description

Paraplanner / Trainee Financial Adviser

Location: Buxton, Derbyshire

Working Pattern: Hybrid

Salary: £38,000 – £42,000

OTE: £65,000+ uncapped

Salary on achieving CAS: £48,000 basic

The opportunity

An exciting opportunity has arisen for an experienced Paraplanner or Senior IFA Administrator to take the next step in their career and transition into a Financial Adviser position.

This is a genuine career progression opportunity, offering the stability of a strong basic salary alongside an uncapped bonus structure and a clear, fully supported route towards achieving Competent Adviser Status (CAS).

You will initially utilise your existing technical expertise across paraplanning and client support, whilst working closely with experienced advisers and gradually taking on greater responsibility for client relationships, meetings and advice.

The role would suit someone who has developed a strong technical foundation within an IFA environment and is now ready to move towards a client-facing advisory career.

Key responsibilities

• Prepare comprehensive, accurate and compliant suitability reports and recommendations.
• Undertake fund research, analysis and technical research to support client recommendations.
• Work closely with experienced Financial Advisers, initially shadowing client meetings before progressively taking ownership of your own clients.
• Develop and maintain strong relationships with new and existing clients.
• Assist with client reviews and gradually take responsibility for your own portfolio.
• Provide holistic financial planning advice across areas including pensions, investments and protection as you progress towards CAS.
• Ensure all advice and client activity is delivered within the firm's compliance framework and regulatory requirements.
• Continue developing your technical and professional knowledge through ongoing training and fully funded professional qualifications.

About you

We are looking for an ambitious and technically strong financial services professional who is ready to take the next step into Financial Advice.

Ideally, you will have:

• Previous experience working within an IFA environment as a Paraplanner, Senior Paraplanner or Senior IFA Administrator.
• Strong experience preparing complex suitability reports and supporting regulated financial advice.
• Level 4 Diploma in Financial Planning (DipPFS/CII/CISI) or be close to completing your qualification.
• A strong technical understanding of pensions, investments and protection.
• Excellent communication and relationship-building skills.
• High emotional intelligence and the ability to build trust with clients.
• A genuine ambition to develop a long-term career as a Financial Adviser.
• The ability to work independently while also being part of a supportive advisory team.
• A location within a reasonable commuting distance of Buxton.

What’s on offer

• £38,000 – £42,000 starting salary depending on experience and qualifications.
• Uncapped earning potential with OTE of £65,000+.
• No minimum bonus threshold, allowing you to benefit from your client successes from your first cases.
• Salary progression to £48,000 basic upon achieving full Competent Adviser Status.
• Full financial support for CII examinations, study materials and professional development.
• Private medical insurance.
• Company pension scheme.
• New and existing client leads provided.
• A structured and transparent route from technical paraplanning into Financial Advice.
• Hybrid working, providing a balance between office-based collaboration, home working and client-facing responsibilities.
• The opportunity to build a long-term advisory career without having to start again at entry level.