Team Assistant - Financial Services

About the role

This permanent, full‑time position supports a busy financial planning team in the City of London. You will act as the first point of contact for client administration, ensuring a smooth onboarding experience while helping advisers meet regulatory and business requirements.

Key responsibilities

• Manage client onboarding, conduct AML and compliance checks, and maintain accurate client records.
• Process new business applications from submission to completion, liaising with clients for missing documentation.
• Prepare suitability reports and related investment documentation.
• Monitor the new‑business pipeline, resolve issues, and ensure timely case progression.
• Coordinate client communications, including birthday greetings and routine correspondence.
• Support policy servicing requests such as encashments, surrenders, and premium amendments.
• Assist with client events, marketing activities, and broader team initiatives.
• Contribute to paperless working practices through effective document digitisation and digital record keeping.

Required profile

• Previous experience in a financial services environment.
• Exceptional attention to detail and high accuracy.
• Strong analytical, organisational and problem‑solving abilities.
• Professional, personable communication when dealing with clients and colleagues.
• Proven experience in an administrative or client support role.

Required skills

What we offer

• Competitive salary £30,000‑£32,000 per year.
• Permanent full‑time role in a central London office near Liverpool Street.
• Opportunities for professional development within financial services.