Shadow Financial Advisor/Paraplanner

Shadow Advisor

Hybrid opportunity

Up to £35k

This Shadow Advisor/Paraplanner role is best suited to a Level 4 Diploma qualified Paraplanner or someone close to achieving it, who wants to be part of a close-knit team where both professional and personal growth is strongly supported. There is the opportunity to progress into a Financial Advisor.

Day-to-day of the role:

• Provide comprehensive paraplanning support to a financial advisor.
• Sit in meetings with the financial advisor, and support where possible.
• Work with the financial advisor to support clients.
• Prepare detailed client suitability reports and annual review documents, ensuring compliance with both FCA regulations and firm-specific guidelines.
• Conduct thorough research on products, funds, and investments to support informed financial advice.
• Perform tax calculations and stay abreast of changes in tax legislation to ensure accurate financial planning.

Benefits:

• Salary – Up to £35k
• Study support
• Progression into a Financial Advisor.
• Holiday – 24 days + bank holidays. Closed over Christmas.
• Quarterly discretionary bonus.

To apply for this Shadow Advisor role, please apply below

Synonyms

Trainee Financial Advisor, Financial Planner