Trainee IFA

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

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.

Unlike many trainee adviser roles, this firm provides:

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• All client leads — new and existing
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• Uncapped bonuses with zero minimum threshold
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• A transparent, fully funded route to Competent Adviser Status (CAS)
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• Hybrid working
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• A strong base salary from day one
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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.

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.

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• Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners
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• Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews
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• Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS
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• Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support
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• Strong background within an IFA environment
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• Experience drafting complex suitability reports
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• Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion
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• Based within a commutable distance of Buxton
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• Excellent communication skills & emotional intelligence
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• Genuine ambition to build a long-term advisory career
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• £38,000–£42,000 starting salary
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• OTE £65,000+ (uncapped, zero threshold bonuses)
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• £48,000 base salary upon achieving CAS
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• BUPA private health cover
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• Company pension scheme
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• Full funding for all exams & study materials
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• All client leads provided (new & existing)
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• Hybrid working
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• Supportive, local firm with clear progression
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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.