THE PROPERTY PRIVATE OFFICE Salary
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London
15 FLOOD STREET LONDON SW3 5ST ENGLAND

Earnings on positions in THE PROPERTY PRIVATE OFFICE

THE PROPERTY PRIVATE OFFICE is looking for employees for positions:

team leader

Working hours

  • full-time

Responsibility

  • 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, managing the day to day function of running the Pod and supporting the team
  • processes Subject Matter Expert
  • do you want to work with an award-winning team?
  • you will provide support to other the CDA’s in your Pod as well as work closely with the CDM to help the Pod meets their targets
  • holding catch ups with those in your Pod alongside your Client Delivery Manager

paraplanner

Working hours

  • full-time

Responsibility

  • analysing clients’ circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers
  • liaising with the Regulatory & Technical team to ensure the advice is compliant
  • core Requirements
  • maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures

Requirements

  • CII Diploma in Financial Planning
  • the ability to produce comprehensive, accurate, and clear recommendation reports