Wealth Management Team Assistant

SecsintheCity; City Of London; On-site; GBP 28,000 - 32,000; Full time

Benefits offered by this job

Beautiful Mayfair offices

Collaborative team culture

Career development opportunities

Comprehensive benefits package

Job summary

SecsintheCity is seeking an organised Team Administrator to join a high-performing Financial Planning team in Mayfair. You will provide administrative, coordination and junior EA support to advisers and senior stakeholders, helping the team stay client-focused.

With at least 1 year of admin experience, you will manage diaries, prepare documents and presentations, update CRM systems and assist with events. A Russell Group degree is preferred, and the role offers a collaborative, social culture

Qualifications

• 1+ year of administration experience in a professional office environment.
• Experience providing administrative, team assistant or junior EA support.
• Degree educated, ideally from a Russell Group university.

Responsibilities

• Provide comprehensive administrative support to Financial Advisers and the wider Financial Planning team.
• Manage diaries, schedule meetings and coordinate appointments across multiple stakeholders.
• Assist with meeting preparation, including document creation, presentation formatting and agenda preparation.
• Collate, bind and distribute board packs, meeting papers and client documentation.
• Maintain and update CRM systems, ensuring records are accurate and up to date.
• Prepare PowerPoint presentations, reports and management information to a professional standard.
• Coordinate internal meetings, client events and team functions.
• Track actions, deadlines and follow-up tasks to ensure priorities remain on schedule.
• Manage inboxes and correspondence, escalating urgent matters where appropriate.
• Arrange meeting rooms, catering, travel and logistics.
• Maintain confidential records and filing systems with exceptional attention to detail.
• Support advisers with client administration and documentation.
• Assist Executive Assistants with ad hoc projects and team initiatives.
• Provide administrative cover and support across the broader business when required.

Skills

Outlook

PowerPoint

Word

Excel

Education

Degree educated (Russell Group)

Tools

CRM systems

Job description

SecsintheCity is seeking an organised Team Administrator to join a high-performing Financial Planning team in Mayfair. You will provide administrative, coordination and junior EA support to advisers and senior stakeholders, helping the team stay client-focused.

With at least 1 year of admin experience, you will manage diaries, prepare documents and presentations, update CRM systems and assist with events. A Russell Group degree is preferred, and the role offers a collaborative, social culture