Shadow Adviser

Salary Range: £50K-£60K dependent on skills and experience + benefits

Home based must live within a commutable distance to Central London

Full Time

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. Oak Private Wealth advise 150 families with over £140M under management and are seeking a focused and dynamic team player to help 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 client s 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.

Experience

• Hold Chartered status (or seriously working towards this, because this is a minimum for us)
• Experience of using Intelligence Office, FE Analytics & cashflow software

In return we ll ensure that your salary is benchmarked each year, so you are paid in the top quartile of your profession (with benefits & holidays to match). We promise to train you, value you, listen to you and to adapt around your needs.

Interested in this Shadow ADvisor role? If you feel that you possess the relevant skills and experience then please send your cv by return.

INDHS