The Private Office LLP

Are you an experienced IFA Administrator looking for a new role? Do you want to work with an award-winning team? To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy. Responsibilities To be the first point of contact for TPO Invest & TPO Wealth support. To be the technical helpdesk support for Investment Champion D2C platform. Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus. Provide an excellent email and telephone support to internal advisers, client services and paraplanners. To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way. To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure. Process and monitor any relevant business on the TPO Invest Platform. Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform. Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate. Support to the rebalance project for bulk trading for any Advisory Rebalance activity. Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate. Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs. Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently. Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal. Develop and maintain effective relationships with colleagues and third parties. Be aware and act upon any compliance, risk, and quality issues. Provide recommendations/improvement ideas to increase operational efficiencies within the team. Benefits Company discretionary bonus scheme; Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch; 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Private Healthcare ; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Full support with professional qualifications; after qualifying period Knowledge, Skills and Experience 1-2 years of operational experience within the Financial Services industry (preferred but not essential) Knowledge and/or experience of administering advisory products i.e., ISA/GIA/SIPP/Bond is desirable Excellent attention to detail and ability to work to tight deadlines Proficient IT skills in core Microsoft Office systems Organisation and prioritisation skills Excellent verbal and written communication skills with an eye for detail Professional telephone manner Core Requirements Compliance with the Financial Conduct Authority Handbook and that body's regulations; Maintain an understanding of the regulatory environment commensurate with the role; Maintain awareness of all risk-related issues and ensure compliance with The Private Office's standards, policies and procedures; Build and maintain effective relationships within The Private Office; Motivate and develop fellow employees; Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business; Undertake the working day in accordance with The Private Office's Core Values.

Are you a graduate with ambitions to become a Chartered Financial Planner? Our Graduate Programme is designed to fast track your development by giving you hands on experience across key areas of the financial planning journey. This 3 year rotational scheme provides a unique opportunity to build the skills, knowledge and confidence needed to succeed in a client facing advisory role or discover alternative pathways within our growing and award winning firm. Programme Overview This is not your typical graduate scheme. From day one, you'll be working in real roles with real responsibility, supported by experienced mentors and a peer network of current and past graduates. Across three years you will work in rotations, you'll gain exposure to the full advice process, from initial client contact through to technical planning and adviser support, giving you a comprehensive understanding of how we build lasting relationship with our clients and help them to achieve their goals through financial planning and wealth management at the highest level. Initial rotations You'll rotate through several areas of the business, gaining broad exposure and building a strong foundation across different teams. Each rotation is designed to enhance your technical understanding, develop your professional skills, and give you hands on experience of how we deliver exceptional outcomes for clients. You'll be supported throughout, with clear objectives in each placement and the chance to explore where your strengths and interests lie. Paraplanning Build your technical knowledge in a more analytical and research driven role. You'll work closely with paraplanners and advisers to produce financial planning reports and help construct tailored client recommendations. This stage is key to deepening your understanding of financial products, tax planning and compliance requirements. Advice Team Shadow and support a Financial Planner, working on real client cases and contributing to the delivery of financial plans and investment management. This rotation offers insight into the advisory role and gives you the opportunity to start developing the interpersonal and commercial skills needed to advise clients with confidence. Please note, these rotations can be subject to change if there is a requirement elsewhere in the business and are in no particular order. What You'll Gain A comprehensive understanding of the advice journey in a real world setting Support in completing the Level 4 Diploma in Regulated Financial Planning (CII) Access to a structured development programme, including cohort training sessions Mentoring from senior colleagues and buddy support from previous graduates Exposure to different departments and career paths within the business The chance to build a strong internal network and lasting professional relationships Career Progression Upon successful completion of the programme, you'll be considered for a Financial Planning Executive (FPE) role or another suitable opportunity within the business. From there, you can continue your journey through our internal Training Academy, work closely with our adviser team, and ultimately progress into a Financial Adviser role, with full support towards Chartered status or alternative routes depending on your strengths and interests. What We're Looking For A strong academic background (at least a 2:1 degree in any subject) A genuine interest in a career in financial planning and wealth management Excellent communication and interpersonal skills Strong organisational ability and attention to detail A proactive and collaborative mindset Willingness to travel between offices (Leeds and London) when needed Benefits Company discretionary bonus scheme Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period Private Healthcare Group Income Protection Life Assurance Eye Care Scheme Wellbeing programme Bike to Work Scheme Full support with professional qualifications after qualifying period

A leading financial advisory firm in Leeds is offering a Graduate Programme designed to fast-track your development into a Chartered Financial Planner. You'll gain hands-on experience across various teams in financial planning, participating in key rotations and learning directly from experienced mentors. The role requires a 2:1 degree and a genuine interest in financial planning, along with excellent communication skills. This full-time position includes comprehensive benefits and support for professional qualifications.