Team Assistant - Financial Services

Office Angels; City Of London; On-site; GBP 30,000 - 32,000; Full time

Job summary

Office Angels in City of London is seeking a Team Assistant to support a financial planning team with client onboarding, compliance checks, and efficient administration.

You will manage client records, upload CFRs, assist with new business applications, and maintain compliant, up-to-date information across systems while delivering a high level of service in a fast-paced environment.

Qualifications

• Previous experience within a financial services environment.
• Exceptional attention to detail and a commitment to accuracy.
• Strong analytical, organisational, and problem-solving skills.
• Professional, personable communication with clients and colleagues.
• Proven experience in an administrative or client support role.
• Understanding of high-net-worth client expectations.

Responsibilities

• Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey.
• Conduct AML and compliance checks in accordance with regulatory standards.
• Accurately upload and maintain client records, including digitising CFRs and updating internal systems.
• Process new business applications from submission through to completion.
• Liaise with clients to obtain outstanding documentation, forms, and funds required to progress cases.
• Prepare and draft Suitability Reports and associated documentation for investment recommendations.
• Monitor and manage the new business pipeline, tracking cases and resolutions.
• Coordinate client communications, including birthdays, electronic correspondence, and postal enquiries.
• Build strong relationships with advisers, administration teams, and external providers.
• Process policy servicing requests, including encashments, surrenders, and premium amendments.
• Maintain accurate, compliant, and up-to-date client information across systems.
• Assist with client events, marketing activities, and broader team support initiatives.
• Support the firm's paperless working practices through document management and digital records.
• Contribute to business improvement projects and general administrative support.

Skills

Administrative skills

Attention to detail

Client communication

Analytical skills

Problem solving

Tools

Microsoft Office

Job description

Team Assistant - Financial Services

£30,000 - £32,000 *DOE
Permanent, Full Time

8:30am - 5:30pm

City of London - Near Liverpool Street Station

This is an excellent opportunity for an organised, proactive, and client-focused individual to join a successful financial planning team. Working closely with several Financial Advisers, you will play a key role in delivering an exceptional client experience while supporting the efficient management of client relationships, business processing, and regulatory requirements.

The role would suit someone with a genuine interest in financial services, strong administrative skills, and a passion for providing outstanding support in a fast-paced environment.

Key Responsibilities:

• Act as a primary contact for client administration and onboarding activities, ensuring a seamless client journey.
• Conduct Anti-Money Laundering (AML) and compliance checks in accordance with regulatory standards.
• Accurately upload and maintain client records, including digitising Client Financial Reviews (CFRs) and updating internal systems.
• Process new business applications from submission through to completion, ensuring all requirements are met efficiently.
• Liaise with clients to obtain outstanding documentation, application forms, and funds required to progress cases.
• Prepare and draft Suitability Reports and associated documentation for investment recommendations.
• Monitor and manage the new business pipeline, tracking cases and resolving any issues to ensure timely completion.
• Coordinate client communications, including birthday greetings, electronic correspondence, and postal enquiries.
• Build strong relationships with advisers, administration teams, and external providers to resolve operational and client-related queries.
• Process policy servicing requests, including encashments, surrenders, and premium amendments.
• Maintain accurate, compliant, and up-to-date client information across all systems and records.
• Assist with client events, marketing activities, and broader team support initiatives.
• Support the firm's paperless working practices through effective document management and digital record keeping.
• Contribute to business improvement projects and provide general administrative support as required.

Requirements:

• Previous experience within a financial services environment.
• Exceptional attention to detail and a commitment to maintaining high levels of accuracy.
• Strong analytical, organisational, and problem-solving skills.
• Professional, personable, and confident communication skills when dealing with clients and colleagues.
• Proven experience in an administrative or client support role.
• An understanding of the expectations and service requirements of high-net-worth clients.
• Proficiency in Microsoft Office applications, including Word, Excel, and PowerPoint.
• Background in administration, client servicing, customer support, financial planning support, or a similar role within the industry.

This is an exciting opportunity to grow your career in a professional and exciting environment. You will be part of a collaborative team, contributing to the overall success of the organisation.

Office Angels is an employment agency.

We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace.

We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more.

We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive.

If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.