The Private Office - United Kingdom, Hybrid work

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...

We are seeking an experienced HR Manager for a maternity cover role in a fast-paced financial services environment in Leeds. You will lead a small team, manage employee relations, and partner with business leaders to drive operational excellence. Key requirements include CIPD Level 5+, UK employm...

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 The Private Office in Leeds as a Client Delivery Associate. We seek a professional administrator with strong financial services experience and proficient Microsoft Office skills. You will manage new business processing, client onboarding, and CRM updates (CURO) while supporting advisers. Enj...

Join a prestigious Private Office in Leeds as a Financial Services Administrator. We seek a professional with strong operational experience in financial services, proficient in Microsoft Office, and skilled in organisation and communication. You will manage client onboarding, new business process...

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...