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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
