THE PRIVATE OFFICE Salary
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Earnings on positions in THE PRIVATE OFFICE
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
National average salary
2950 £