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Permanent

Trainee IFA

Eden Rose
Buxton
money-bag £38000 Annual
Posted: 22 July 2026 (Today)
Closing date: 21 August 2026
Ref: 3142727092

Paraplanner / Trainee Financial Adviser - Hybrid Route - Buxton - £38,000-£42,000 (OTE £65k+)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 providedWhy This Firm Stands OutThis 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 existingUncapped bonuses with zero minimum thresholdA transparent, fully funded route to Competent Adviser Status (CAS)Hybrid workingA strong base salary from day oneThis 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 OverviewThis 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 ..... full job details .....

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