The Private Office - United Kingdom

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 high-performing team as a Trainee Financial Adviser in Leeds. You need a Level 4 Diploma and IFA experience, with exposure to client meetings and cash flow planning. Benefit from a 6-12 month training period, full support for Chartered status, and perks like a bonus, private healthcare, an...

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...

Join a high-performing team as a Trainee Financial Adviser in London. This 6-12 month training role requires a Level 4 Diploma and experience in private wealth management, including client meetings. You will support Sales Managers, prepare client documentation, and engage with TPO Wealth. Benefit...

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...