FAQs
What is the salary range for the Shadow Adviser position?
The salary range for the Shadow Adviser position is between GBP 50K and GBP 60K.
What type of clients will I be working with?
You will be working with 150 families and managing over GBP 140M in assets.
Is there a training program for new hires?
Yes, there is a successful two-year training program designed to help you learn the processes and take on client responsibilities over time.
What is the preferred candidate background for this role?
The ideal candidate should hold Chartered status or be actively working towards it and may be an experienced paraplanner or someone who has begun advising and seeks a new opportunity.
What software experience is required for this position?
Candidates should have experience using Intelligence Office, FE Analytics, and cashflow software.
Will I be required to attend client meetings in person?
Yes, you will attend client meetings at the office in the city, but you will also have the flexibility to work from home when not meeting clients.
How often is salary benchmarked?
Salaries are benchmarked each year to ensure you are paid in the top quartile of your profession.
What benefits can I expect from this position?
In addition to a competitive salary, you can expect benefits including holidays that match the standards of the profession, training, and a supportive work environment.
Can I contact Equals One for further inquiries?
Equals One is the advertising and recruitment agency handling this vacancy. You may contact them for additional inquiries about the application process.