The Private Office (TPO)

Financial Adviser

The Private Office (TPO)

full-time

Posted on:

Location Type: Hybrid

Location: Leeds • United Kingdom

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • 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

Requirements

  • Minimum Level 4 Diploma in Regulated Financial Planning (Chartered status or working towards desirable)
  • Strong understanding of FCA regulatory requirements
  • Experience delivering holistic financial advice
  • Excellent communication and interpersonal skills
  • Ability to simplify complex information for clients
  • Commercial awareness with a proactive, growth mindset
  • Strong organisational skills and attention to detail
  • Professional, ethical and client-first approach
Benefits
  • Company discretionary bonus scheme
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Support with role relevant professional qualifications
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial planningholistic financial advicerisk assessmentclient relationship managementregulatory compliancedocumentation managementperformance target achievement
Soft Skills
communication skillsinterpersonal skillsorganizational skillsattention to detailcommercial awarenessproactive mindsetclient-first approachability to simplify complex information
Certifications
Level 4 Diploma in Regulated Financial PlanningChartered status