At a Glance
- Tasks: Support advisers, learn client relationships, and develop financial planning skills.
- Company: Independent financial advice firm in the heart of London.
- Benefits: Competitive salary, flexible working, and a structured two-year training programme.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Gain hands-on experience and grow your career in a supportive environment.
- Qualifications: Ideal for aspiring advisers or experienced paraplanners ready for the next step.
The predicted salary is between 50000 - 60000 £ per year.
An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, financial advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help us meet the ongoing advice needs of our clients.
In the words of TRAP, we are one of those few full-fat financial planning firms, offering a combination of great unencumbered advice with a highly personalised client service.
We see this role as a shadow adviser where you will work directly with the two advisers and the existing paraplanner, learning as you go, gaining exposure to all our clients, attending meetings and over time, taking responsibility for client relationships.
You will need to learn our way, i.e. understand our processes, write in a client-friendly format and learn to identify clients' real needs. This takes time and we have a successful two-year programme that led a previous entrant to be awarded the Citywire top 35 under 35. Therefore, this role will appeal most to candidates that have either started advising and become jaded/realised it is tricky, or to an experienced paraplanner who wants to take the next step.
We have an office in the city for client meetings, but we are cloud-based and so we regularly work from home when not meeting clients.
Shadow Adviser in London employer: Equals One
Join a dynamic and supportive team at our independent financial advice firm in the heart of the City of London, where we prioritise personalised client service and professional growth. With a structured two-year programme designed to develop your skills as a shadow adviser, you'll gain invaluable experience working closely with seasoned advisers while enjoying the flexibility of a cloud-based work environment. Our commitment to employee development and a collaborative culture makes us an excellent employer for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Shadow Adviser in London
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Equals One. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Shadow Adviser in London
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Equals One.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Equals One
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Equals One.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Equals One.
