The Private Office (TPO)

Financial Planning and Analysis

• 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 (i.e. policy information, FE graphs, administrative requirements)
• 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 (e.g. VC, Curo, TPO Wealth)
• 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 (Discovery, Presentation, Review)
• 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, namely; client service and satisfaction (including complaints/errors), professional development (desire to improve), advice quality and business risk

Trainee Financial Adviser

• 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 (i.e. policy information, FE graphs, administrative requirements)
• 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 (e.g. VC, Curo, TPO Wealth).
• 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 (Discovery, Presentation, Review).
• 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, namely; client service and satisfaction (including complaints/errors), professional development (desire to improve), advice quality and business risk.

• Managing and developing your own client relationships while delivering holistic, compliant advice.
• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant and in line with FCA requirements and internal standards
• Working closely with our technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow your client base through referrals and professional connections
• Meeting agreed commercial and performance targets

Financial Adviser

• Building and maintaining long-term, trusted client relationships
• Conducting in-depth reviews of clients’ financial circumstances, objectives and risk profiles
• Designing and delivering tailored financial planning strategies across pensions, investments and protection
• Providing clear explanations of complex advice, costs and regulatory disclosures
• Ensuring all advice is compliant and in line with FCA requirements and internal standards
• Working closely with our technical and support teams to deliver an efficient, high-quality client experience
• Maintaining accurate client records and appropriate documentation
• Identifying opportunities to grow your client base through referrals and professional connections
• Meeting agreed commercial and performance targets