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The Private Office Logo The Private Office · Finance

Trainee Financial Adviser

United Kingdom, Leeds · Job Posted April 24, 2026
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Job Description

As a Trainee Adviser, you would be working as part of a productive, high performing team to provide support primarily to Sales Managers (SM) and Advisers in a Trainee Adviser capacity. You should have experience of working in an IFA with exposure to client meetings and a good technical understanding, hold minimum Level 4 Diploma in Regulated Financial Advice (CII preferrable or willing to undertake the exams to convert) and have the long-term ambition and desire to become a Chartered Financial Adviser. Get ready to embark on a 6-12-month training and assessment period depending on qualifications, skills and speed of development.

Job Responsibility

  • Prepare background notes on clients in preparation for meetings
  • Prepare meeting presentation power point slides
  • Engage clients with TPO Wealth, liaising with TPO Wealth support
  • Updating client information, in particular, updating asset and income schedules
  • Other background work requested by Advisers
  • Attending meetings and taking notes inline with TPO best practice
  • Preparing follow up communication/agreed actions for clients
  • Submitting handovers to our administrative team and following the client journey in line with best practice
  • Submitting briefing notes
  • Producing CAP and SA letters on behalf of authorised Advisers
  • Supporting with core administration tasks
  • Taking client calls/queries and responding in a time efficient manner
  • Full responsibility for scopes post meeting
  • Operating cash flow and Collidr in meetings
  • Developing the ability to lead on all client meetings
  • Providing cash advice to clients via Savings Champion
  • Supporting TPO direct with inbound queries, meeting preparation and post meeting activities
  • Booking lead calls and meetings for Advisers
  • To embrace overarching fitness and propriety principles and relevant TPO KPIs

Requirements

  • Experience within Private Independent Wealth Management
  • Exposure to client meetings where you can demonstrate that you have actively engaged with the client in the meetings
  • Technical ability to understand the different types of advice offered in the TPO proposition
  • As a planning led firm, exposure to cash flow would be beneficial (preferably Voyant)
  • Ambitious and goal-orientated
  • An adaptable and flexible approach to work within a changing environment
  • Experience of working unsupervised with a high level of self-motivation
  • Excellent interpersonal and communication skills
  • A high standard of personal organisational and time management skills
  • Ability to take control and drive your own development and study time
  • The capability to explain complex information simply and clearly
  • Discretion and an understanding of the need for client confidentiality
  • Experience of working to targeted service standards and procedures
  • Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems
  • A full driving licence is useful, particularly if you are supporting independent financial advisers (IFAs) who may have to travel to visit clients at their own homes
  • Attained minimum of level 4 or equivalent qualification

Nice to have

  • A full driving licence is useful
  • exposure to cash flow would be beneficial (preferably Voyant)

What we offer

  • Company discretionary bonus scheme
  • Full time hours
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Company Pension scheme
  • Private Healthcare
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications
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