The Private Office

Join a leading Private Wealth Management firm in Bath as a Trainee Financial Adviser. This role offers full support for professional qualifications, exposure to client meetings, and experience with cash flow planning (Voyant). Ideal for ambitious, self-motivated individuals with strong communicat...

Join a high-performing team as a Paraplanner in Bath, supporting Advisers with comprehensive financial planning. You’ll produce accurate recommendation reports, conduct whole-of-market research, and analyse client portfolios. Requires CII Diploma, report writing skills, and private wealth experie...

Join TPO in Leeds as a Client Relationship Manager, serving as the primary liaison for Financial Advisers and clients. You’ll manage the full client journey, from onboarding to post-review planning, ensuring seamless service. Ideal for experienced Senior CDAs or Team Leaders with strong people sk...

Financial Adviser role in Leeds offering a collaborative, high-support environment for qualified professionals. We seek candidates with a Level 4 Diploma in Regulated Financial Planning and strong FCA knowledge to deliver holistic advice on pensions, investments, and protection. Enjoy a 35-hour w...

Join a high-performing team as a Trainee Financial Adviser in Leeds. You'll support Sales Managers and Advisers, requiring a Level 4 Diploma and IFA experience with client meeting exposure. Benefit from a 6-12 month training period, private healthcare, and a bonus scheme. Ideal for ambitious indi...

Join a high-performing team as a Paraplanner in Leeds. You'll support Advisers by producing accurate recommendation reports and conducting whole-of-market research. Requires a CII Diploma in Financial Planning and experience in private wealth management. Enjoy a true hybrid model, bonus scheme, p...

Join a high-performing team as a Paraplanner in London. You'll support Advisers by producing accurate recommendation reports, conducting whole-of-market research, and ensuring compliant advice. Requires a CII Diploma in Financial Planning and experience in private wealth management. Enjoy a true ...

Join a collaborative London-based firm as a **Financial Adviser**, delivering holistic financial planning across pensions, investments, and protection. We seek a Level 4 Diploma holder (Chartered desirable) with strong FCA knowledge and a client-first mindset. Enjoy 35-hour weeks, private healthc...

Join TPO in Leeds as an Associate Client Relationship Manager, the key contact for Financial Advisers and clients. You’ll manage client onboarding, queries, and relationships within a high-performing team, requiring excellent people skills and experience as a Senior CDA or Team Leader. Enjoy a 35...

Join our Leeds team as a Financial Services Administrator. Provide vital support with valuations, policy data, and client reporting using your strong Excel and administrative skills. We offer full qualification support, private healthcare, and a discretionary bonus. This role is ideal for a detai...

Join our Leeds team as a Platform Support Associate, providing essential administrative and helpdesk support for investment and wealth platforms. Your role will involve processing trades, managing support tickets, and ensuring compliance with FCA regulations. We offer a competitive package includ...

Join our Leeds team as a Client Support Associate in financial services. You will provide professional administration, manage client data on Curo, and liaise with providers. We seek an excellent administrator with strong Excel and communication skills. Benefits include bonus, private healthcare, ...