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shadow adviser
Oak Private Wealth
Shadow Adviser
Oak Private Wealth City, London
Shadow adviser Salary Range: £50K-£60K 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 helps 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 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. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 12, 2026
Full time
Shadow adviser Salary Range: £50K-£60K 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 helps 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 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. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Harris Federation
Careers Adviser
Harris Federation
WORKING WITH US The founder and sponsor of the Harris Federation, Lord Harris of Peckham, opened our first school in 1990. We have, over the past thirty years, implemented ideas and initiatives that have transformed the opportunities of pupils from working class and disadvantaged backgrounds. Harris academies are widely recognised as a force for social mobility. We are immensely proud of the role that our alumni are now beginning to play in the world and of what we believe our current generation of pupils will go on to achieve. We now have over 50 schools educating more than 40,000 young people across London and Essex, and employ over 5,000 staff across our academies and head office. With the majority of our academies located in areas of high socioeconomic disadvantage, a high-quality education is key to the futures of the pupils we serve. As a provider of employment and education, we value the diversity of our staff and students, and all our staff are equally valued and respected. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff. Our work will impact many generations to come, and our staff come from all backgrounds and walks of life, coming together to inspire young minds. We promote an inclusive culture that embraces the valuable and enriching contribution that all of our community make. We continue to be proactive in uplifting and supporting all voices at Harris. To discover more about our culture, ethos and what it is like to work here, visit the Why Work For Us page. ABOUT THIS OPPORTUNITY We are recruiting for a part-time Careers Adviser (Level 6) to join our central team, based at Harris Academy Beulah Hill and Harris Academy South Norwood in Croydon. If you are an experienced candidate, we can offer a Senior Careers Adviser (Level 6) role, based on your experience, your skills, and your demonstrated impact in delivering high-quality careers guidance. Careers Adviser: £31,000-£36,000 FTE (actual salary £16,461-£19,116) Senior Careers Adviser: £37,000-£42,000 FTE (actual salary £19,647-£22,302) In this key position, you will support students to make informed, ambitious and aspirational decisions about their futures. You will be joining an experienced and knowledgeable team of advisers, from whom you can gain advice and support. Working closely with your colleagues, you will help shape and deliver a high-impact CEIAG programme. You will play a vital role in guiding students towards the post-16 and post-18 pathways that best match their goals and aspirations, whether in further education, apprenticeships, traineeships or employment. You will be part of a supportive and collaborative environment, where ideas are freely shared, good practice is celebrated, and guidance is always at hand. Your contribution will be central to raising aspirations, inspiring ambition, and ensuring that every student, regardless of background or ability, is fully aware of the range of opportunities open to them. Together, we strive to deliver a high-quality, inclusive CEIAG programme from Year 7 to Year 13, empowering all students to achieve their full potential. MAIN AREAS OF RESPONSIBILITY As part of this role, you will: Collaborate with Careers Leads across academies to design and implement a high-impact careers education programme aligned with the latest statutory guidance, including the enhanced Gatsby Benchmarks and each academy's improvement priorities Plan and deliver engaging careers assemblies that expand students' awareness of post-16 and post-18 pathways, alongside other relevant career-related topics Provide impartial, tailored career guidance through one-to-one meetings and group sessions that empower students to make informed, realistic and adaptable decisions about their futures Work collaboratively with the Careers Leader to ensure students attend their careers guidance appointments, including, where appropriate, collecting students from lessons/classrooms Accurately record all guidance interactions and agreed actions on Unifrog, ensuring student data is kept up to date and accessible Offer targeted support to students navigating post-16 and post-18 transitions, including referrals to specialist services for those with additional needs, such as SEND Build and maintain strong relationships with external agencies, networks, and partners to enrich the careers and higher education offer and maximise student outcomes Track, monitor and report on student aspirations to inform strategic planning and targeted interventions Engage parents and carers in the careers guidance process, keeping them informed and involved in their child's journey, including attendance at parents' evenings Facilitate meaningful employer encounters that inspire students and broaden their understanding of the world of work Attend key events such as results days and enrolment days to provide on-the-spot careers support and guidance Support colleagues across the team by sharing best practice, offering shadowing opportunities and contributing to a collaborative learning culture Actively contribute to Careers Adviser team meetings by sharing insights, experiences or resources that enhance practice and support team development Provide careers-related evidence and representation during Ofsted inspections, showcasing the strength and impact of the careers provision For a full list of responsibilities please download the job pack. WHAT WE ARE LOOKING FOR We would like to hear from you if you have: A Diploma in Careers Guidance or Qualification in Careers Guidance to Level 6. Proven experience in delivering impartial, personalised career guidance through one-to-one meetings and group sessions Experience of successfully motivating individuals to plan and achieve their career goals Proactive approach and efficient time management and prioritisation skills. The ability to work independently and flexibly within the Academy structure Experience of delivering assemblies Genuine interest and passion for the education of young people and the ability to contribute more widely to the life and community of the Federation Experience of developing and delivering CEIAG within in education setting For a full person specification, please download the job pack. APPLYING FOR THIS POSITION If you would like to discuss the opportunity further, or if you have any questions, please contact us via email to arrange a conversation. Before applying please ensure you download the job pack from our careers website, this will help with completing your application. Please note that we only accept applications submitted online before the closing date. When applying, you will have the option to import your CV or use a LinkedIn profile which will auto populate the online application. A reminder to check your junk mail for our email communications and add us to your safe senders list to ensure all future email communication is received. OUR VISION & VALUES Our vision, from the start, has been to provide the structure and services needed for our schools to amount to more than the sum of their parts, and to free-up our teachers and leaders to focus on one thing and one thing only: the outstanding education of all their pupils. Our young people and communities are at the heart of everything we do. Our core mission has always been to close the educational gap between young people from disadvantaged backgrounds and their peers. Our ambition is one where every child in London, no matter their background, has equal access to high quality education, giving them the same opportunities and potential to succeed. We know there are many challenges facing our young people and the communities we serve, and that's why we need determined people like you to help us tackle those inequalities. Whilst each of our academies has their own unique cultures and values; as a whole Federation, we have four core values which are central to successfully achieving our vision: Excellence, Collaboration, Support, and Innovation. We are proud of our values because they guide us in how we work allowing us to achieve the best possible outcomes for our young people, communities, and colleagues. IMPORTANT INFORMATION Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. WHAT WE CAN OFFER YOU Harris has a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. You will also have access to a variety of benefits . click apply for full job details
Jun 10, 2026
Full time
WORKING WITH US The founder and sponsor of the Harris Federation, Lord Harris of Peckham, opened our first school in 1990. We have, over the past thirty years, implemented ideas and initiatives that have transformed the opportunities of pupils from working class and disadvantaged backgrounds. Harris academies are widely recognised as a force for social mobility. We are immensely proud of the role that our alumni are now beginning to play in the world and of what we believe our current generation of pupils will go on to achieve. We now have over 50 schools educating more than 40,000 young people across London and Essex, and employ over 5,000 staff across our academies and head office. With the majority of our academies located in areas of high socioeconomic disadvantage, a high-quality education is key to the futures of the pupils we serve. As a provider of employment and education, we value the diversity of our staff and students, and all our staff are equally valued and respected. We are committed to providing a fair, equitable and mutually supportive learning and working environment for our students and staff. Our work will impact many generations to come, and our staff come from all backgrounds and walks of life, coming together to inspire young minds. We promote an inclusive culture that embraces the valuable and enriching contribution that all of our community make. We continue to be proactive in uplifting and supporting all voices at Harris. To discover more about our culture, ethos and what it is like to work here, visit the Why Work For Us page. ABOUT THIS OPPORTUNITY We are recruiting for a part-time Careers Adviser (Level 6) to join our central team, based at Harris Academy Beulah Hill and Harris Academy South Norwood in Croydon. If you are an experienced candidate, we can offer a Senior Careers Adviser (Level 6) role, based on your experience, your skills, and your demonstrated impact in delivering high-quality careers guidance. Careers Adviser: £31,000-£36,000 FTE (actual salary £16,461-£19,116) Senior Careers Adviser: £37,000-£42,000 FTE (actual salary £19,647-£22,302) In this key position, you will support students to make informed, ambitious and aspirational decisions about their futures. You will be joining an experienced and knowledgeable team of advisers, from whom you can gain advice and support. Working closely with your colleagues, you will help shape and deliver a high-impact CEIAG programme. You will play a vital role in guiding students towards the post-16 and post-18 pathways that best match their goals and aspirations, whether in further education, apprenticeships, traineeships or employment. You will be part of a supportive and collaborative environment, where ideas are freely shared, good practice is celebrated, and guidance is always at hand. Your contribution will be central to raising aspirations, inspiring ambition, and ensuring that every student, regardless of background or ability, is fully aware of the range of opportunities open to them. Together, we strive to deliver a high-quality, inclusive CEIAG programme from Year 7 to Year 13, empowering all students to achieve their full potential. MAIN AREAS OF RESPONSIBILITY As part of this role, you will: Collaborate with Careers Leads across academies to design and implement a high-impact careers education programme aligned with the latest statutory guidance, including the enhanced Gatsby Benchmarks and each academy's improvement priorities Plan and deliver engaging careers assemblies that expand students' awareness of post-16 and post-18 pathways, alongside other relevant career-related topics Provide impartial, tailored career guidance through one-to-one meetings and group sessions that empower students to make informed, realistic and adaptable decisions about their futures Work collaboratively with the Careers Leader to ensure students attend their careers guidance appointments, including, where appropriate, collecting students from lessons/classrooms Accurately record all guidance interactions and agreed actions on Unifrog, ensuring student data is kept up to date and accessible Offer targeted support to students navigating post-16 and post-18 transitions, including referrals to specialist services for those with additional needs, such as SEND Build and maintain strong relationships with external agencies, networks, and partners to enrich the careers and higher education offer and maximise student outcomes Track, monitor and report on student aspirations to inform strategic planning and targeted interventions Engage parents and carers in the careers guidance process, keeping them informed and involved in their child's journey, including attendance at parents' evenings Facilitate meaningful employer encounters that inspire students and broaden their understanding of the world of work Attend key events such as results days and enrolment days to provide on-the-spot careers support and guidance Support colleagues across the team by sharing best practice, offering shadowing opportunities and contributing to a collaborative learning culture Actively contribute to Careers Adviser team meetings by sharing insights, experiences or resources that enhance practice and support team development Provide careers-related evidence and representation during Ofsted inspections, showcasing the strength and impact of the careers provision For a full list of responsibilities please download the job pack. WHAT WE ARE LOOKING FOR We would like to hear from you if you have: A Diploma in Careers Guidance or Qualification in Careers Guidance to Level 6. Proven experience in delivering impartial, personalised career guidance through one-to-one meetings and group sessions Experience of successfully motivating individuals to plan and achieve their career goals Proactive approach and efficient time management and prioritisation skills. The ability to work independently and flexibly within the Academy structure Experience of delivering assemblies Genuine interest and passion for the education of young people and the ability to contribute more widely to the life and community of the Federation Experience of developing and delivering CEIAG within in education setting For a full person specification, please download the job pack. APPLYING FOR THIS POSITION If you would like to discuss the opportunity further, or if you have any questions, please contact us via email to arrange a conversation. Before applying please ensure you download the job pack from our careers website, this will help with completing your application. Please note that we only accept applications submitted online before the closing date. When applying, you will have the option to import your CV or use a LinkedIn profile which will auto populate the online application. A reminder to check your junk mail for our email communications and add us to your safe senders list to ensure all future email communication is received. OUR VISION & VALUES Our vision, from the start, has been to provide the structure and services needed for our schools to amount to more than the sum of their parts, and to free-up our teachers and leaders to focus on one thing and one thing only: the outstanding education of all their pupils. Our young people and communities are at the heart of everything we do. Our core mission has always been to close the educational gap between young people from disadvantaged backgrounds and their peers. Our ambition is one where every child in London, no matter their background, has equal access to high quality education, giving them the same opportunities and potential to succeed. We know there are many challenges facing our young people and the communities we serve, and that's why we need determined people like you to help us tackle those inequalities. Whilst each of our academies has their own unique cultures and values; as a whole Federation, we have four core values which are central to successfully achieving our vision: Excellence, Collaboration, Support, and Innovation. We are proud of our values because they guide us in how we work allowing us to achieve the best possible outcomes for our young people, communities, and colleagues. IMPORTANT INFORMATION Safeguarding Notice The Harris Federation and all our academies are committed to ensuring the highest levels of safeguarding and promoting the welfare of children and young people, and we expect all our staff and volunteers to share this commitment. All offers of employment are subject to an enhanced Disclosure and Barring Service (DBS) check, references, an online search, and where applicable, a prohibition from teaching check will be completed. Equal Opportunities The Harris Federation is an equal opportunities employer and welcomes applications from all suitably qualified candidates. We value the diversity of our staff and students, and everyone at the Harris Federation is equally valued and respected. We aim to be an inclusive employer that reflects the communities we serve. We are committed to providing a fair, equitable and mutually supportive learning and working environment. WHAT WE CAN OFFER YOU Harris has a strong culture of collaboration and best practice, with professional development and career planning at its centre. We invest in our staff with support, coaching, mentoring, and a wide range of top-quality training programmes delivered at every level. You will also have access to a variety of benefits . click apply for full job details
Equals One
Shadow Adviser
Equals One
Shadow adviser Salary Range: £50K-£60K 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 helps 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 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. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.
Jun 09, 2026
Full time
Shadow adviser Salary Range: £50K-£60K 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 helps 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 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. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.

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