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:

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

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.

• Technical paraplanning: writing compliant suitability reports, conducting fund research, supporting planners
• Client relationship management: shadowing advisers, attending meetings, taking ownership of client reviews
• Financial advice: delivering holistic planning across pensions, investments & protection as you progress toward CAS
• Compliance & development: maintaining high ethical standards, completing CPD, progressing qualifications with full study support

• Strong background within an IFA environment
• Experience drafting complex suitability reports
• Ideally Level 4 Diploma qualified (DipPFS / CII / CISI) or close to completion
• Based within a commutable distance of Buxton
• Excellent communication skills & emotional intelligence
• Genuine ambition to build a long-term advisory career

• £38,000-£42,000 starting salary
• OTE £65,000+ (uncapped, zero threshold bonuses)
• £48,000 base salary upon achieving CAS
• BUPA private health cover
• Company pension scheme
• Full funding for all exams & study materials
• All client leads provided (new & existing)
• Hybrid working
• Supportive, local firm with clear progression

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.