Adviser Assistant - Mayfair

Location:

Mayfair.

Salary:
Competitive salary plus a generous benefits package.

Final date to receive applications:
Friday, May 29, 2026.

Job Summary:

We are looking for an Adviser Assistant to offer full administrative support to a team of investment managers in our Mayfair office.

• Assisting investment managers in their own team as required
• Reception work:
• Greeting clients, advising the investment manager of their arrival, and offering coffee
• Answering the telephone, redirecting to relevant investment manager or taking a message
• Post:
• am: opening, date stamping and distributing
• pm: enveloping, stamping and dividing into appropriate postbags
• Administration:
• Completion of forms as required
• Handling Settlements queries
• Answering initial client queries
• Chasing of required client correspondence
• Filing of all correspondence/papers in client files
• Setting up meeting rooms and tidying up afterwards
• Ensuring all Trust/Stock Buy lists, product packs, magazines and brochures are visible, tidy and up-to-date
• Distribution of any product packs and follow-up of any returned forms
• Stock checking and, when necessary, ordering of stationery and supplies for the office
• Dealing with cleaners and maintenance staff, as required.
• Assisting with Branch marketing initiatives.

• Getting Things Done:
  Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure;
• Communication & Sharing Knowledge:
  Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology;
• Customer Service:
  Positive attitude to find solutions in line with Consumer Duty principles;
  Uses customer feedback to improve service;
• Effectiveness & Adaptability:
  Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change; and
• Team Working:
  Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.

Full-Time Equivalent (37.5 hours per week or 42.5 hours per week).