The Private Office (TPO)

Trainee Financial Adviser

The Private Office (TPO)

full-time

Posted on:

Location Type: Hybrid

Location: Leeds • United Kingdom

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Job Level

Entry Level

About the role

  • 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

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)
  • Attained minimum of level 4 or equivalent qualification
  • 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
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
  • Company Pension scheme
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
cash flow managementclient engagementfinancial advicepresentation preparationadministrative supportnote-takingclient information updatingpolicy information analysisCAP letter productionSA letter production
Soft Skills
interpersonal skillscommunication skillsorganizational skillstime managementself-motivationadaptabilitygoal-orientationdiscretionproblem-solvingclient service orientation
Certifications
level 4 qualificationequivalent qualification