At The Private Office, we share a passion and enthusiasm for our work and offer a rare insight into a world of finance that can be as creative and fulfilling as you are willing to make it.
Read about our different teams, the core values that inform our working lives and our current vacancies.
Teams & Roles
Our Operations team is vital to the day-to-day running of our advisory service, providing an individual contact point for clients in addition to their adviser, the production of financial reports and valuations, alongside the data protection and smooth-running of our database and IT functions.
Working at TPO
Learn about our Core Values or to find out what our employees think about working at The Private Office.
|Adviser Support Associate||London/Leeds/Bath||As an Adviser Support Associate (ASA), you provide full support within the Client Delivery department and in turn deliver a professional, compliant, and effective client service with a high focus on quality and accuracy.|
|Client Delivery Associate||London/Leeds/Bath||Your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service. This is a fantastic opportunity to work within an operational role for a fast-paced, multi award-winning company.|
|Client Relationship Administrator||London/Leeds/Bath||This role would suit someone who has experience and knowledge of savings accounts and may come from a high street / retail bank or a building society. This role is a 12 months maternity cover starting as soon as possible.|
|Financial Planning Assistant||Leeds/London/Bath|
As a Financial Planning Assistant, you will be working as part of a productive, high performing team to provide support primarily to Advisers and Managers to deliver positive client outcomes. The role involves providing a range of support to the Advice team, including pre and post meeting work as well as attending client meetings to help with note taking and preparing and follow up communication and actions.
|Finance Manager – Credit & Treasury||Leeds||Due to business growth and expansion of the Finance department, a role has arisen for an experienced manager to take responsibility of our credit control and treasury areas. This will primarily involve setting up new processes with our banking partners and working cross-departmentally to build and run an effective credit management team. This team will be responsible for income, invoicing, debtors, statements and treasury management.|
|Financial Adviser||Leeds/ London||The Private Office are an award-winning firm of Chartered independent financial advisers united by one vision: to provide personal and tailored wealth management to those in search of stability and guidance. We are looking to expand our team of Financial Advisers and are keen to hear from like minded candidates.|
|Financial Planning Executive||Leeds/ London/ Bath||As a Financial Planning Executive, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity.|
|Financial Services Administrator||Leeds/ London||This entry-level role will allow you to gain the necessary knowledge to excel your career within Financial Services. If you have great communication skills, organisational skills and a desire to learn then this is the role for you.|
|Graduate Training Scheme - Financial Adviser||Leeds/London||A two-year graduate programme aimed to fast track your career and launch you on the road to becoming a successful Financial Adviser. We are looking for Graduates for our 2022 programme, who will be based in either Leeds or London (with some travel between the two locations).|
|Paraplanner||Leeds/London/Bath||As a Paraplanner you will be working as part of a productive, high performing team to provide full support to the Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.|
As a Specialist, you will be the most experienced, productive, and highly skilled technicians in your role. You will be a role model and mentor for team members, a go to person and a Subject Matter Expert (SME).
You will also be required to undertake client work in line with the duties and responsibilities of a Paraplanner/CSA. Please see the Paraplanner and CSA role profiles for details of the day-to-day responsibilities, knowledge, skills, and experience required for the role.
|Trainer||Leeds/London||TPO are looking for a Trainer to join our in house training team. The successful applicant will have a background in IFA administration and have a flair for learning and development. As a Trainer, you will be responsible for training new and existing members of the team and embedding best practice. You will also be a Subject Matter Expert (SME) on all aspects of the role.|
|Training Manager||Leeds||As a Training Manager you will have direct responsibility of the training department providing training, implementing inductions, reviewing quality alongside directly managing the Paraplanner and Client Delivery Associate (CDA) trainer(s).|