Are you a confident communicator who thrives in a client facing role?

Do you have 2+ years’ experience in financial services, with a desire to develop your career and build your skillset in a fast-paced, professional environment?

Would you be eager to learn by supporting a team of Investment Managers at a family office of a leading stockbroking firm in the City?

Are you strong on processes and IT and enjoy being part of a successful team? If the answer is yes, we’d love to hear from you!

You’ll be at the heart of the action; supporting clients and investors from foundations, leading figures in government, and high net worth individuals.

This role will be 5 days a week in the office for the first 6 months, then hybrid 3/2.

What you’ll be doing day-to-day:

• Supporting Investment Management team with client relationships
• Entering deal instructions received from Investment Managers
• Preparing letters and presentation packs
• Entering new data and managing the CRM software
• Sending documentation out to new and existing clients
• Processing investor applications and coordinating investor processes
• Responding to client and advisor queries
• Managing multiple appointments within a shared diary
• Maintaining multiple spreadsheets to support workflows and meet deadlines
• Electronic and physical filing of paperwork relating to client correspondence
• Providing support with general administration for the desk
• Arranging events, lunches and meetings

The skills you need to bring:

• 2 years’ experience in financial services
• Strong MS Office and CRM skills
• An understanding and interest in Financial Services
• Superb client facing skills
• Confident communication skills
• Hard-working attitude

Posted date: 11 Jun 2026