THE PRIVATE OFFICE is looking for employees for positions:
hr officer
Working hours
full-time
Responsibility
to support line managers in retaining high-quality employees
to implement the Performance Management System consistently
to work with Line Managers to identify training needs and to ensure that appropriate training solutions are implemented
this role is a maternity cover for our HR Business Partner, we are looking to hire a HR Officer to assist in the implementation of the HR Strategy by ensuring that Company policies and procedures are consistently applied across the business
to provide advice to Line Managers regarding all issues such as contractual and disciplinary issues, keeping up to date with legal developments
run and manage Best Companies annual survey along with MC3 and the organizing of individual meetings to go through individual line manager data packs
team leader
Working hours
full-time
Responsibility
you will also be required to undertake client work in line with the duties and responsibilities of a Paraplanner/CSA
providing spot/quality checks, coaching and mentoring for new joiners and existing members of the Pod
allocate work to those in your Pod
are you an experienced IFA Administrator looking for a new role?
as a Team Leader, you will be a role model and mentor for team members in your Pod and oversee the team in the absence of the Client Delivery Manager
working with your CDM/Operations Managers to produce weekly report forecasting
do you want to work with an award-winning team?
you will provide support to other Paraplanners/CSAs in your Pod as well as work closely with the CDM to help the Pod meets their targets
ifa administrator
Working hours
full-time
Responsibility
the Role
key Responsibilities
to be the first point of contact for clients
provide an excellent telephone-based service to clients both external and internal together with third party providers
arrange client meetings to support allocated adviser
ensure that financial transactions are completed correctly and files are fully FCA compliant
your role will be to assist our Financial Advisers by providing full administrative support and maintaining close contact with our clients to deliver a professional, compliant and effective service
manage and track pipeline activity providing regular progress updates to both client and adviser
accountant
Working hours
full-time
Responsibility
management Accounts
prepare variance analysis to support the month-end commentary
monthly balance sheet reconciliations
bank / Treasury
bank reconciliations for all accounts
update cash balances daily to cash flow spreadsheet
set up payments for salary, expenses & suppliers
accruals & prepayments, fixed assets, journals and ad hoc workings to ensure the management accounts are produced accurately and to monthly deadlines
financial services administrator
Working hours
full-time
Responsibility
the Role
key Responsibilities
the Company
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 build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs
Requirements
strong operational experience within the Financial Services industry
A desire to further develop knowledge and to undertake relevant examinations to support understanding within the role
organisation and prioritisation skills
excellent verbal and written communication skills with an eye for detail
professional telephone manner
training manager
Working hours
full-time
Responsibility
monthly 121s, ongoing performance and behaviour management
appraisals, salary reviews and objective setting
holiday requests, sickness/absence
day-to-day HR queries
create new training/reference material/checklists as appropriate and ensure this
is kept up to date along with any existing training/reference material and guides
on SharePoint
build and maintain a library of “what good looks like” and share best practice
Requirements
commitment to be in the role for a minimum of 2 years
strong experience in the Paraplanner/CDA role Strong experience working in the Financial Services industry
the confidence to present at team meetings across the business
competitive salary
company discretionary bonus scheme
full time hours Monday to Friday 9.00am and 5.00pm – 1 hour for lunch
hybrid working pattern
24 holidays , plus 2 additional days paid Christmas shut down period
client administrator
Working hours
full-time
full-time | Permanent
Benefits
profit sharing
Salary
salary
Requirements
financial services or accounts experience is desirable
high level of accuracy and attention to detail
effective organisational skills
to have the ability to record data accurately
excellent verbal and written communication skills, including an ability to effectively deal with telephone and email enquiries
ability to work co-operatively with others to meet tight deadlines
knowledge of cash savings products on an either personal or professional basis is an advantage, though full training will be given
Responsibility
assess client file documents in accordance with compliance requirements, identifying and correcting remedial actions as requested
contact and liaise with relevant product providers/third parties
maintain the CRM system to ensure that information for clients is entered fully and accurately
ensure that all tasks on CURO are completed in line with company policy and procedures
ensure that financial transactions are completed correctly and files are fully FCA compliant
maintaining a robust diary system of reminders to ensure all customers receive a quarterly review of products
paraplanner
Working hours
full-time
Responsibility
analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
we are looking for a positive team member with drive, ambition, and a strong work ethic
analysing clients’ circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
you will work alongside a Paraplanner on specific cases throughout the advice process, assisting in conducting research where appropriate
undertaking research for asset allocation on existing client portfolios using FE Analytics and our in-house research tools
undertaking whole-of-market research for protection and annuity quotes
are you a technical administrator looking for a new role?
competently and professionally interact with third party providers over the phone and via email
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
CII Diploma in Financial Planning
the ability to produce comprehensive, accurate, and clear recommendation reports
engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business
financial services administrator
Responsibility
tasks will be processed effectively and accurately, within agreed SLAs, and can include but is not limited to, the following responsibilities
providing full back office support for the Client
manage and track pipeline activity providing regular progress updates through the back office system
new Business processing including managing the activity on Curo and setting up/placing business on third party platforms/providers
processing of other Advice such as amendments to existing investments or playing trades, withdrawals etc
supporting the New Client Onboarding process by completing any Curo updates or tasks as required
you will primarily work from Tasks in Curo that will be managed by your CDA Team Leader based on capacity and skill set
supporting the Client Review process by completing any pre or post meeting tasks or actions as required
client manager
Responsibility
to be the key contact for Financial Advisers
responsible for the client onboarding journey, including obtaining About You/KYC information and ensuring all paperwork and ID information has been received
to be the first point of contact for clients and ensure all questions and queries are responded to as soon possible
owns the post meeting outcomes, including creating a task for advice where applicable or completing the review and communicating to the client
responsible for pre and post review planning, including contacting the client to arrange a meeting and/or requesting updated information and documentation in advance
