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 functionsPreparing 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 desirableDegree 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 – 5.30pm Monday to Friday, with flexibility required during busy periods such as tax year‑end.
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