Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support senior advisors and engage with ultra-high-net-worth clients in a dynamic environment.
- Company: Join a prestigious global family office known for its discretion and excellence.
- Benefits: Enjoy a collaborative culture, career growth opportunities, and the chance to make a real impact.
- Why this job: Experience meaningful work that spans generations and disciplines while building valuable professional relationships.
- Qualifications: Degree-educated with 3–5 years in professional services; analytical and tech-savvy.
- Other info: This is a rare opportunity to shape the future of client service in a high-performing team.
The predicted salary is between 36000 - 60000 £ per year.
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!
Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office employer: Knightsbridge Recruitment - Angela Mortimer Plc Group
Contact Detail:
Knightsbridge Recruitment - Angela Mortimer Plc Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office
✨Tip Number 1
Familiarise yourself with the specific needs and expectations of ultra-high-net-worth clients. Understanding their unique requirements will help you demonstrate your ability to provide tailored support during interviews.
✨Tip Number 2
Showcase your analytical skills by preparing examples of how you've successfully solved complex problems in previous roles. Be ready to discuss these scenarios in detail, highlighting your thought process and the impact of your solutions.
✨Tip Number 3
Network with professionals in the private client services sector. Attend relevant events or join online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities at our organisation.
✨Tip Number 4
Prepare to discuss your experience with financial reporting tools like Excel and PowerPoint. Be ready to explain how you've used these tools to enhance client presentations or reports, as this will be crucial in demonstrating your technical proficiency.
We think you need these skills to ace Client Advisor Assistant – Exceptional Support Role in a Prestigious Global Family Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in professional services, particularly in private client services, law, tax, or finance. Emphasise your analytical skills and any experience with financial reporting tools like Excel and PowerPoint.
Craft a Compelling Cover Letter: In your cover letter, express your passion for client interaction and problem-solving. Mention specific examples of how you've contributed to high-level client meetings or produced structured drafts in previous roles.
Showcase Your Skills: Highlight your tech-savviness and attention to detail in your application. Provide examples of how you've used technology to enhance service delivery or improve processes in past positions.
Demonstrate Cultural Fit: Convey your ability to thrive in a collaborative, low-ego team environment. Share experiences that showcase your proactive problem-solving skills and how you inspire confidence in others.
How to prepare for a job interview at Knightsbridge Recruitment - Angela Mortimer Plc Group
✨Showcase Your Analytical Skills
Prepare to discuss specific examples where your analytical thinking has led to successful problem-solving. Highlight situations where you’ve had to dive into complex research or produce structured drafts, as this role demands precision and attention to detail.
✨Demonstrate Client Interaction Experience
Be ready to share experiences that showcase your ability to interact with high-value clients. Discuss how you've built relationships in previous roles and how you ensure client satisfaction, as this position requires a personable and polished approach.
✨Familiarise Yourself with Financial Tools
Since the role involves financial reporting, brush up on your knowledge of Excel and PowerPoint. Be prepared to discuss how you’ve used these tools in past roles to monitor financial activity or process transactions accurately.
✨Emphasise Team Collaboration
This position thrives in a collaborative environment, so be sure to highlight your experience working in teams. Share examples of how you’ve contributed to team success and how you handle pressure while maintaining a low-ego approach.
