Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office

Knightsbridge Recruitment - Angela Mortimer Plc Group; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading company in private client services seeks a Client Advisor Assistant to support senior advisors. This role involves preparing client materials, conducting research, and ensuring the highest level of service for ultra-high-net-worth clients. Ideal for someone with a degree and 3-5 years of relevant experience, this position offers a chance to work in a collaborative, high-performing team that values discretion and integrity.

Qualifications

• 3-5 years of experience in professional services like private client services, law, tax, finance, or family office.
• Exceptionally numerate and analytical.
• Tech-savvy with a detail-oriented approach.

Responsibilities

• Act as a liaison for high-value clients and prepare bespoke client materials.
• Plan and contribute to high-level client meetings.
• Monitor financial activity and ensure data accuracy.

Skills

Analytical thinking

Attention to detail

Client interaction

Problem-solving

Financial reporting

Education

Degree or degree calibre

Tools

Excel

PowerPoint

Job description

Are you an analytical thinker with a passion for precision, problem-solving, and client interaction? Do you thrive in dynamic environments where high performance and attention to detail are second nature? This is your chance to step into a rare and rewarding role at the intersection of private advisory, legal insight, and financial expertise — all within a discreet, world-class organisation.

We’re looking for a standout Client Advisor Assistant to support senior advisors working directly with a small group of ultra-high-net-worth clients. This is not just a support role — it’s a front-row seat to complex, meaningful work that spans generations, borders, and disciplines.

The role - Client Advisor Assistant

• Be a trusted right-hand to senior advisors, acting as a go-to liaison for high-value clients
• Prepare bespoke client materials and advisory content across estate planning, legal, and financial matters
• Plan, organise, and contribute to high-level and high-volume client meetings, ensuring every detail is spot-on
• Dive into complex research and produce thoughtful, structured drafts for review
• Monitor financial activity, process high-value transactions, and ensure data accuracy
• Collaborate with external partners, including lawyers, tax specialists, and investment advisors
• Help shape the future of client service, your ideas and initiative will be welcomed
• Support wider initiatives to enhance service delivery and client satisfaction

You will be/have - Client Advisor Assistant

• Degree-educated or degree calibre with 3–5 years of experience in professional services E.G private client services, law, tax, finance, or family office
• Exceptionally numerate and analytical and comfortable with financial reporting tools - Excel and PowerPoint are second nature to you
• Tech-savvy, with an eye for detail and a hunger to understand the “why” behind processes
• Personable, polished, and calm under pressure, you inspire confidence
• A proactive problem-solver who spots gaps and acts before being asked
• Thrives in a collaborative, low-ego team where excellence is the standard

This is a career-defining move for someone looking to work at the very highest level of private client services. You’ll join a close-knit, high-performing team that values discretion, intellect, and integrity. Expect variety, impact, and the chance to build deep professional relationships in a quietly extraordinary environment.

Interviewing now, apply ASAP!