Team Assistant – Private Investment
Location: Central London – Office-Based (5 days)
Type: Permanent, Full Time
Salary: £30k – £35K
About the Company
A boutique finance firm with an exceptional culture and beautiful offices. A close-knit, professional team.
Role Overview
The Team Assistant will support the finance team across client work, investment-related activity and day-to-day coordination, gaining valuable hands‑on exposure to private investment and wealth management.
What You’ll Do
- Respond to adviser and associate queries
- Liaise with Operations and Investment teams
- Help prepare client-facing documents and presentations
- Support internal coordination across client and investment activity
- Assist with new business applications and client onboarding
Who You Are
- Degree educated, preferably in finance
- Some experience within financial services
- Strong communication and interpersonal skills
- Highly organised with excellent attention to detailProactive, eager to learn and comfortable managing multiple tasks
- Strong Microsoft PowerPoint and Excel skills
Benefits
Fantastic offices, a supportive culture, strong professional development and a competitive package.
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