The Private Office - Finance

Join a leading wealth management firm as a Trainee Financial Adviser in Bath. You’ll support IFAs, prepare client meetings, and develop technical skills with full support for professional qualifications. Ideal for ambitious, self-motivated candidates with Level 4 qualifications and client-facing ...

Seeking a skilled **Paraplanner** in **Leeds** to join a Private Wealth Management team. You will analyse client circumstances, prepare compliant recommendation reports, and provide technical support to Advisers. Requires a CII Diploma, complex report writing experience, and strong organisational...

We are seeking a detail-oriented **Accounts Assistant** in **Leeds** to join our finance team. You will handle supplier invoices, expense claims, credit card reconciliation, and query resolution. Strong **Excel skills** (formulas, pivots, lookups) and excellent organisational abilities are essent...

Diploma-qualified Paraplanner sought for an award-winning London team. You will provide high-quality technical and research support, producing accurate recommendation reports for Advisers. This role demands expertise in holistic financial advice, complex report writing, and regulatory compliance....

Join a forward-thinking London firm as a **Financial Adviser**, delivering holistic, compliant advice across pensions, investments, and protection. We seek professionals with a Level 4 Diploma and strong FCA knowledge, who excel at building long-term client relationships. Enjoy a collaborative en...

Financial Adviser role in Leeds offering a collaborative, professional environment. We seek Level 4 Diploma holders (Chartered desirable) with FCA expertise to deliver holistic financial planning. Build trusted client relationships, design tailored strategies for pensions and investments, and enj...

Join an award-winning team in Bath as a Diploma-qualified Paraplanner. You’ll provide full support to Advisers, producing accurate recommendation reports and conducting whole-of-market research. Enjoy a true hybrid working model, a discretionary bonus, private healthcare, and 24+ holidays. This r...

Financial Adviser role in Bath offering a collaborative, high-support environment for Level 4 Diploma holders. Deliver holistic financial planning across pensions, investments, and protection while building long-term client relationships. Enjoy 35-hour weeks, private healthcare, bonus scheme, and...

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...

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...