Careers
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.
| Current Vacancies | Location | Description |
| Specialist Paraplanner | Leeds/London/Bath |
Each Pod will have a Paraplanner Specialist and a Client Services Associate (CSA) Specialist. The responsibilities for the Specialist Paraplanner/CSA roles are the same, unless stated. 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. |
| Marketing Graduate | Leeds | To support TPO’s digital marketing strategy to achieve agreed business objectives to acquire new clients. To ensure effective marketing communication and engagement to support existing client retention. To keep up-to-date with new digital marketing techniques in order to contribute to the long-term development of our marketing strategy and its execution. |
| Project Assistant | Leeds | To provide support to the Programme and Project Manager to drive the delivery and implementation of new initiatives and operational change requirements to improve the performance of the business. |
| Business Admin Apprentice | Leeds | To provide full administrative support to the Client Delivery department and in turn deliver a professional, compliant and effective client service with a high focus on quality and accuracy whilst completing a Level 3 - Business Admin Apprenticeship. |
| 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. | |
| Central Services Administrator – Trading | Leeds | To provide full administrative support to the Trading Team as well as additional support services covering Issues Reporting, Quality Assurance, Model Portfolio Maintenance, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy. |
| 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. |
| 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. |
| CRM Support Manager | Remote/ Leeds | To play a vital management role within the Change Delivery team in managing and running the CRM system by identifying and optimising system improvements across the business, this will include system upgrades, process improvement and data integrity. |
| 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). |
| Microsoft Systems Developer | Remote/ Leeds | Joining the development arm of our Change Delivery Team you will be designing, building and supporting applications based on our combined Microsoft Dynamics CRM / SQL Server data stack. You will be exposed to a range of technologies such as Power Apps, Power BI, SQL and .Net as well as traditional CRM techniques such as dialogs and workflows. |
| Central Services Administrator – Platforms Support | Leeds | You will be tasked to provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to trading, data and reporting across Platform Services, and in turn deliver a professional, compliant and effective service with a high focus on quality and accuracy. |
