Role: Shadow Adviser
Salary Range: £45,000-£60,000
This is a key hire; we need an intelligent, diligent member of the team to work with the adviser on our existing client base.
Initially you will need to learn about our systems and clients, offering trade support during trading windows, briefing our paraplanner for cases and delivering annual reviews after attending the meetings.
Primarily the role is to shadow the adviser, learning as you go, working with all of our clients and then depending on your preferences, as you become confident, gradually taking more responsibility, whilst all-the-while adding to the conversation about best practices and systems.
The adviser is award-winning, 46, a Fellow of the CII, Chartered, Certified, a TEP and has managed advisers before.
We’ll train you, we’ll support and we’ll put you on an individual programme and will help you develop your skills. We imagine the position will be filled by either an experienced paraplanner looking for more client exposure and training or by an existing adviser who can come without hubris, be prepared to muck in and develop your skills. Either way you will be supported, will work with all of our clients and have your voice and opinions heard.
We are a new company that’s been around for ages. Oak Private Wealth has been based for the last twelve years as a practice under the umbrella of another firm, but now we’ve opted for direct FCA registration and we’re moving on. We manage £100M for 140 families in a well-established client base. Our team of three is based in the City of London, but our systems are cloud-based and the location and working practices of the new person can be flexible for the right person.
You will love this job if:
- You will want to work in a small company at the start of a new chapter. (Where we’ll be setting things up and your input will be valued, listened to, but also where you’ll be expected to deliver in your role within the team).
- You want to learn how to become a brilliant financial planner in an environment where your efforts will be rewarded.
- Ultimately the role can lead to a position where you jointly advise on a fabulous client base.
In return we’ll ensure that your salary is benchmarked each year so that 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.