Mayfair, London | Office Based | Fixed Term Contract – Maternity Cover
A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant to join a prestigious wealth management firm based in beautiful offices in Mayfair on a maternity cover contract. This is a varied and fast-paced role supporting a busy broking and investment team, ideal for someone with strong administrative skills, a proactive attitude and a genuine interest in financial services. The successful candidate will play a key role in ensuring the smooth running of the office, providing first-class support to both colleagues and clients.
Responsibilities include:
- Supporting Investment Managers and the wider team with day-to-day administration
- Meeting and greeting clients and providing a professional front‑of‑house service
- Handling incoming calls, messages and client communications
- Organising meetings, refreshments and team functions
- Preparing meeting packs, portfolios and client documentation
- Drafting correspondence, emails and marketing mail merges
- Updating the CRM system and maintaining accurate client records
- Assisting with account openings, transfers and client paperwork
- Monitoring transfers and liaising with relevant third parties
- Typing meeting and call notes into the in‑house system
- Managing post, stationery and office administration
- Supporting marketing initiatives and printed materials
The ideal candidate will have:
- Excellent organisational and prioritisation skills
- Strong communication skills, both written and verbal
- A confident and personable approach with clients and senior stakeholders
- A proactive, can‑do attitude and willingness to learn
- The ability to multitask and remain calm under pressure
- Strong attention to detail and accurate record keeping
- Good technical and administrative skills
- Previous customer service experience preferred
- Previous financial services experience desirable
- Degree educated or equivalent preferred
This is a wonderful opportunity to join a collaborative and supportive team environment with genuine long‑term development potential within wealth management.
Hours are 9am – 5 Monday to Friday, with flexibility required during busy periods such as tax year‑end.
#J-18808-Ljbffr”, “datePosted”: “2026-05-15”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Leaman Consulting Limited”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__432651186__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=30913” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “West End” } } }Mayfair, London | Office Based | Fixed Term Contract – Maternity Cover
A fantastic opportunity has arisen for a bright, polished and highly organised Team Assistant to join a prestigious wealth management firm based in beautiful offices in Mayfair on a maternity cover contract. This is a varied and fast-paced role supporting a busy broking and investment team, ideal for someone with strong administrative skills, a proactive attitude and a genuine interest in financial services. The successful candidate will play a key role in ensuring the smooth running of the office, providing first-class support to both colleagues and clients.
Responsibilities include:
- Supporting Investment Managers and the wider team with day-to-day administration
- Meeting and greeting clients and providing a professional front‑of‑house service
- Handling incoming calls, messages and client communications
- Organising meetings, refreshments and team functions
- Preparing meeting packs, portfolios and client documentation
- Drafting correspondence, emails and marketing mail merges
- Updating the CRM system and maintaining accurate client records
- Assisting with account openings, transfers and client paperwork
- Monitoring transfers and liaising with relevant third parties
- Typing meeting and call notes into the in‑house system
- Managing post, stationery and office administration
- Supporting marketing initiatives and printed materials
The ideal candidate will have:
- Excellent organisational and prioritisation skills
- Strong communication skills, both written and verbal
- A confident and personable approach with clients and senior stakeholders
- A proactive, can‑do attitude and willingness to learn
- The ability to multitask and remain calm under pressure
- Strong attention to detail and accurate record keeping
- Good technical and administrative skills
- Previous customer service experience preferred
- Previous financial services experience desirable
- Degree educated or equivalent preferred
This is a wonderful opportunity to join a collaborative and supportive team environment with genuine long‑term development potential within wealth management.
Hours are 9am – 5 Monday to Friday, with flexibility required during busy periods such as tax year‑end.
#J-18808-Ljbffr…