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The Private Office; Leeds; Hybrid; GBP 60,000 - 80,000; Part time

Job summary

A financial services firm is seeking a Financial Adviser to manage a portfolio of clients in a desk-based capacity. The role emphasizes professional autonomy, client engagement, and adherence to FCA regulations. Successful candidates will need a Level 4 Diploma in Regulated Financial Planning and the ability to communicate complex financial matters clearly.

Benefits

Discretionary bonus scheme

24 days holiday, rising to 26

Private healthcare

Professional qualifications support

Qualifications

• Solid understanding of FCA regulations and compliance requirements.
• Ethical, client-focused, and committed to delivering high standards of service.

Responsibilities

• Conduct Financial Health Checks, reviewing client fact finds and risk profiles.
• Provide compliant, client-focused advice across pensions, investments, and protection.
• Deliver ongoing reviews and annual planning via MS Teams.

Skills

Clear communication of financial matters

Digital client engagement

Client-focused service

Technical knowledge

Education

Level 4 Diploma in Regulated Financial Planning

Job description

Overview

The Private Office is seeking a Financial Adviser to take ongoing servicing responsibility for a growing portfolio of clients in a desk-based capacity. This role is ideal for individuals who value professional autonomy and wish to maintain a high standard of client service while working in a flexible environment. Whether you are returning to work, balancing other commitments, or simply seeking a more structured way to manage your time, this opportunity offers the ability to deliver quality advice without the need for regular travel to clients' homes.

Responsibilities

• Conduct Financial Health Checks, reviewing client fact finds and risk profiles to establish clear financial objectives
• Provide compliant, client-focused advice across pensions, investments, and protection in a clear and accessible manner
• Deliver ongoing reviews and annual planning via MS Teams, ensuring a consistent and personal client experience
• Lead digital onboarding of clients, ensuring smooth and efficient set-up through the TPO Wealth portal
• Adapt financial plans in response to client needs, market changes, or legislative updates
• Collaborate with support staff to ensure timely and accurate outcomes
• Proactively maintain technical knowledge, ensuring advice remains fully compliant with FCA and internal standards
• Build long-term client relationships and contribute to the growth of TPO Direct
• Meet performance standards in line with firm KPIs and T&C scheme, including CPD and maintaining a valid Statement of Professional Standing

Qualifications

• Level 4 Diploma in Regulated Financial Planning (Chartered status desirable)
• Solid understanding of FCA regulations and compliance requirements
• Ability to communicate complex financial matters clearly and professionally
• Confident in digital client engagement and remote working practices
• Ethical, client-focused, and committed to delivering high standards of service
• Demonstrates alignment with The Private Office's core values and professional culture

Benefits

• A flexible, desk-based advice role with a respected firm, offering autonomy, client engagement, and work-life balance
• Discretionary bonus scheme
• 35-hour working week (part-time and hybrid working options available)
• 24 days holiday (rising to 26), plus 2 additional days over Christmas
• Private healthcare (after qualifying period)
• Group income protection and life assurance
• Eye care scheme, wellbeing programme, and bike-to-work scheme
• Full support with professional qualifications and development