Assistant Vice President managing financial reporting and performance evaluation for PCCW Global Group. Overseeing financial compliance, forecasting, and business planning activities.
About the role
- 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
Requirements
- 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
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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