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 excellent growth opportunities and a supportive learning environment.
- Why this job: Gain hands-on experience and make a real impact in clients' financial lives.
- Qualifications: Experience in financial advising or paraplanning is preferred.
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 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 exceptional employer for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Shadow Adviser
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial advice sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential colleagues on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Practice your pitch! When you get the chance to meet with advisers or potential employers, make sure you can clearly articulate your experience and what you bring to the table. A confident, well-prepared pitch can set you apart from the competition.
✨Tip Number 3
Show your enthusiasm for learning! Since this role is all about growth and development, make it clear that you’re eager to absorb knowledge and take on new challenges. Share examples of how you’ve done this in the past to really impress them.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining our team. Make sure your application reflects your passion for financial advice and your desire to grow within our unique firm.
We think you need these skills to ace Shadow Adviser
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see who you are beyond your qualifications. Use a friendly tone and don’t be afraid to share a bit about your journey in financial advice.
Tailor Your Application:Make sure to tailor your application specifically for the Shadow Adviser role. Highlight your relevant experience and skills that align with our focus on personalised client service and understanding client needs.
Be Clear and Concise:We appreciate clarity! Keep your writing straightforward and to the point. Avoid jargon where possible and aim for a client-friendly format, just like we do in our advice.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Equals One
✨Know Your Stuff
Make sure you understand the financial advice landscape and the specific services offered by the firm. Brush up on key concepts and be ready to discuss how you can contribute to their unique approach to client service.
✨Show Your Team Spirit
Since this role is all about collaboration, highlight your experience working in teams. Share examples of how you've successfully supported colleagues or contributed to group projects, especially in a financial context.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the firm's processes and client relationships. This not only demonstrates your enthusiasm but also helps you gauge if the firm’s culture aligns with your values.
✨Demonstrate Adaptability
Given the cloud-based nature of the firm, talk about your experience with remote work and how you manage your time effectively. Highlight any instances where you've adapted to new tools or processes, as this will resonate well with their way of working.
