Working at TPO

Emma Swallow, Specialist Paraplanner

“I joined The Private Office as part of the Graduate Programme around four years ago. Through doing so I got to experience working within several different teams in the business which was extremely valuable to my professional development.

I knew from my time working within the Advice Delivery Team it was where I wanted to stay and I was offered a permanent role as a Paraplanner Support Associate. Around a year later, after achieving my Diploma in Regulated Financial Planning, I become a Paraplanner.

I am now a Specialist within the team meaning that, alongside writing recommendation reports, I am also responsible for creating and maintaining the resources and tools the team use on a day to day basis as well as delivering training and inducting new members to the team.

I have learnt a lot from my time so far at TPO and have been given invaluable support and guidance every step of the way.”

Rachel Wood, Accounts Clerk, Finance

“I joined The Private Office in October 2013 as part of a newly established finance department to aid the development of the team’s procedures and day-to-day functions.

I work with the group’s finances, not just The Private Office’s and my typical working day includes processing incoming money, handling debtors and outstanding monies, solving discrepancies, batching invoices, making payment and analysing expenses and petty cash.

The firm also supported me through my AAT exams, so that I could augment new skills to support the department.

Although we’re quite an independent department we work closely with the Financial Administrators / Personal Assistants to allocate monies on behalf of the Advisers. The Private Office is a friendly firm that seeks to encourage and instil it’s core values in it’s everyday practice to deliver the best possible service for clients, and I’m happy to be a part of that.”

Monika Hough, Office Manager

“My role is really to set the scene for our clients, to greet them, make them feel comfortable or to take their queries and act as a point of liaison between them and their Adviser (or the relevant Personal Assistant).

I have a strong background in luxury hospitality and, before beginning my TPO adventure in spring 2013, I had spent over 10 years working for prestigious hotels across the world. First-class customer service is of paramount importance to myself and the firm and I try to recall this in everything I do.

My role varies greatly from day to day and, whether it’s setting up a meeting room, organising staff qualifications or dealing with office stock and stationery, I am always looking for ways to help and do more.

TPO also recognised my passion for ensuring our staff have a safe place to work and I became our Health and Safety Officer, creating and implementing awareness and training.”