Large Level Gaps Are Bad
Here's the problem. You have a level 9 party. They're probably fighting stuff somewhere around their power level. If you throw a level 1 character into that, they are both highly ineffective (anything with a save will be made, few spells, limited ability to contribute), and absurdly fragile (very low HP, lower saves, probably limited money for gear unless you give them level 9 equivalent treasure).
That combination just doesn't work in 3.5. An experienced player can maybe make it work by knowing all the tricks to get the most out of their tiny allotment of level 1 spells. A newbie will not, and one mistake will get them killed. They do not have a margin for error, and as a new player they need a margin for error more than anyone else.
As the DM, you'd have to avoid trying to kill that character. You can't even do things like throw fireballs around with your NPCs, because a single one anywhere near that character and it's dead.
You could tone things down instead, but then the level 9 characters will steamroll over everything and not be challenged. That's also bad.
Given that, your best bet is to start the new character at level 9.
Mentorship
You and the other players will have to help mentor your new player. That goes with a level 1 character, and it goes with a level 9 character. The main difference is that the level 9 character is going to have more abilities, and some margin for error (a single melee attack won't kill a level 9 character very often).
Your new player will need help building a character, picking gear, learning what their stats mean, when to use skills, and so on. You and the other players can help with that in the first couple of sessions, mostly by helping with character creation, answering questions, encouraging questions, and offering hints and suggestions.
Gradual Spellbook Additions
Since your new player wants to play a spellcaster, the real overwhelming thing is trying to master the spell system and the large spell list. That's where you can help.
Shrink the list. A lot. Start the player off with a pared down spell list, where you pick out a handful of essential spells. If the player wants to, let them look through the book and pick out a few more that sound interesting. Don't give them 100 spells to start. Use a much smaller number (under 30).
As the player starts to grasp things in future sessions, start adding spells. For a Wizard this is easy, as you can say what's in the spellbook initially, and you can introduce spells to add to it later. For a Divine Caster, you may just have to explain why you want him to focus on a smaller set of spells initially to get the hang of it, and that the other ones are available if he wants to use them in the future.
I know when a friend of mine played a caster for the first time (a Cleric, which is a great class), we sat down together and built a "typical daily memorization list". Those were the spells he'd prepare each day, normally. He could make additions or changes if events warranted it, but I built the first list with him and he didn't have to try to figure out what spells were must have on his own. It made trying to figure out what to cast at first a lot easier for him, because that list is much shorter.
For a spontaneous caster, you can handle it differently depending on the class. Something with a fixed list like Beguiler you can treat like a Divine Caster: shorten the available list up a bit initially, and then add spells back as the player starts to get the hang of it. For Sorcerer where you have to pick the spells you will use forever... well, I'd pick an initial list of spells, and then give the new player the option to swap them out later if he decides he wants something else. Sorcerers already have this option every even numbered level, but he will have missed some chances to do it by starting at level 9 and by not knowing what to pick initially. You can be a bit more flexible with the swapping rules by allowing one time swapping of any spell that he came into the game with, so he can customize his character once he understands how it works.
So Which Spellcaster Should He Be?
You mentioned spells, but not which class he's going to play. If he's already picked a class to play, great! If he hasn't picked a class yet, I have a couple of recommendations.
- Beguiler - Spontaneous caster, so no preparation of spells at the start of the day is required. Preparation can often be a real stumbling block for new players, so this takes it out of the way. The fixed spell list is a bit limiting, but he won't have to choose which spells he knows, as he just gets all of the ones the class has access to. Also gets d6 HD and access to light armor, which makes them tougher than the Sorcerer (handy for a new player). A lot of skill points and a good skill list is handy too. This is a pretty solid "pick up and play" spellcaster that doesn't need much book keeping.
- Cleric - Has to prepare spells, which may be an issue. But other than that, there's a lot to recommend here. It's easy to make a Cleric that's tough as nails (full plate, two good saves, and d8 HD go a long way!), their spell list is strong, they can be strong melee combatants, easy access to healing whenever you want it, and there's no spell book to manage.
Druid and Wizard are both great classes, but they're also harder to play and may not be an ideal choice for a new player. That's not to say he can't play them, because he can. He'll just need more help:
- Druids have to also manage an animal companion, and wild shape. The animal companion can be a plus, because at level 9 you can get something that's pretty tough (like a Brown Bear or Dire Wolf), but now there's more stats to know and more things to manage. Wild Shape exacerbates that problem even more by changing the player's stats themselves.
- Wizards not only have to prepare spells each day, but also have to keep track of which ones they're allowed to prepare due to what's in their spellbook. They're also very, very fragile if you don't know how to mitigate that, and the familiar is an extra thing to manage if you don't trade it out for something else.
My Rule of Thumb
There isn't an official rule of thumb. Mine (and it seems to be pretty common amongst players I know) is that the party should be the same level unless there is a good reason why they're not (someone spending XP on item creation feats for example). If a new player joins, I put him at the same XP as everyone else, and try to keep treasure from being too different (though the new person may start with a bit less, as I typically give new players standard wealth from the DMG).
Level is one of those things that can make someone horribly ineffective if you set them back too far. They can make that up by being more optimized than everyone else is, or know how to use their abilities more successfully, but the game in my experience just works better when party members don't have level gaps between them.
A small gap is one thing, but a level 1 new player in a level 9 party is just unworkable.
Your PCs will likely not survive the Amber Temple fully intact. Even adding the two Winter Wolves is not likely to help, as they are only CR 3 creatures. That is, one Winter Wolf is a medium challenge for a party of 4-5 level 3 characters.
Compare that to the CR 12 monster in the first encounter, which alone would be a challenge for 4 level 12 player characters! Not only that, but the Arcanaloth is a 16th-level spellcaster, with finger of death and chain lightning both in it's repertoire, in addition to no fewer than 3 castings of fireball available to it. In 5 optimal rounds in this one encounter, you're looking at a lot of damage, certainly enough to kill at least one of your PC's.
Without doing the calculations (don't have my DMG at work...), two Winter Wolves are still only a hard (or possibly deadly) challenge for APL 3. You can't treat them as level 8 characters based on the hit dice, because level 8 player characters have classes which grant abilities at level 1, level 3, level 5, level 6, and so on, with level 5 being the most important as it's where the power level ramps up (fireball and Extra Attack come "online" at level 5). Winter Wolves don't have any of these advantages, and even with Pack Tactics and Cold Breath, it's unlikely to make a difference as the party is shelled by the highly deadly encounters within the Amber Temple.
The Amber Temple is one of two areas in the adventure with a recommended party level of 10, the other being Castle Ravenloft itself. See the Areas by Level table early on in the book (page 6). You can have a raven try to warn them away, similar to the encounter at the entrance to the windmill, but ultimately your players are the ones who get to choose.
That being said, if they are intent on entering the temple, let them. If they survive, so be it. If they start getting wrecked early on, you can hint to them that it might be wise to regroup and come back later when they're stronger, i.e., when they're more appropriately leveled and well-equipped. If they don't take your advice and push forward anyway, let them TPK.
Best Answer
This should make the fight easier
You are correct that the xp allocation is similar between four 3rd level characters and eight second level characters. Be careful of things that could kill a 2nd level character outright (including using too many monsters). When the levelup occurs the party will be full-power 3rd level characters and the enemies will have, in theory, taken a few scrapes.
But none of this is the real problem.
This will draw out the game and interfere with pacing
Even for the most veteran party, levelup takes tens of minutes. Combat is already the lengthiest individual part of the game and your suggestion is going to add at least fifteen minutes, likely more.
I've forgotten to level up (I assume we all have) and only realized it when I needed a roll and it's very distracting; I don't get to enjoy what's going on the same way and I'm certainly not an engaged player. It's like talking to someone that's playing on their phone. (in case you were thinking of keeping the clock running, so to speak)
I highly discourage this. I understand what you're envisioning, but that's not how it's going to play out. There's no quick WoW-style "ding" to be had here.
If you're set on surprising your players with some sort of dramatic rallying effect, I would personally start throwing advantage out like it's candy (and use the XP guide for four level 2 characters). I haven't done this, so I can't speak to it, but the PHB tells us:
and "a power within awakening" seems a lot like a circumstance that would grant advantage.
Alternatively, as Mołot pointed out in a comment, if you don't care about it being as much of a surprise, you can have them bring levelup'd sheets with them. Either tell them what it's for or be a little more vague about it "You guys might level up before the end of the night, and it'll speed things up to have it done ahead of time." You run the risk of people
blowing it offforgetting to do it, but it's about the same as people not being prepared for the game in the first place.