At a Glance
- Tasks: Support investment managers with admin tasks and client interactions in a dynamic office.
- Company: Join a prestigious firm in the heart of Mayfair with a collaborative atmosphere.
- Benefits: Enjoy a competitive salary, generous benefits, and opportunities for professional growth.
- Other info: Full-time role with flexible hours and a vibrant work environment.
- Why this job: Be part of a team that values your contributions and offers real career development.
- Qualifications: Strong communication skills and a proactive attitude towards customer service.
The predicted salary is between 30000 - 40000 £ per year.
Location: Mayfair. Salary: Competitive salary plus a generous benefits package. Application Deadline: Friday, May 29, 2026.
Job Summary: We are looking for an Adviser Assistant to offer full administrative support to a team of investment managers in our Mayfair office.
Key Accountabilities
- Assisting investment managers in their own team as required
- Reception work: Greeting clients, advising the investment manager of their arrival, and offering coffee
- Answering the telephone, redirecting to relevant investment manager or taking a message
- Post: am: opening, date stamping and distributing; pm: enveloping, stamping and dividing into appropriate postbags
- Administration: Completion of forms as required
- Handling Settlements queries
- Answering initial client queries
- Chasing of required client correspondence
- Filing of all correspondence/papers in client files
- Setting up meeting rooms and tidying up afterwards
- Ensuring all Trust/Stock Buy lists, product packs, magazines and brochures are visible, tidy and up-to-date
- Distribution of any product packs and follow-up of any returned forms
- Stock checking and, when necessary, ordering of stationery and supplies for the office
- Dealing with cleaners and maintenance staff, as required
- Assisting with Branch marketing initiatives
Key Competencies
- Getting Things Done: Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure
- Communication & Sharing Knowledge: Confident, clear and accurate with all communication; maintains accurate records and makes effective use of new technology
- Customer Service: Positive attitude to find solutions in line with Consumer Duty principles; Uses customer feedback to improve service
- Effectiveness & Adaptability: Able to maintain a high volume of work, striving for continual improvements; understands individual contribution in relation to corporate objectives; presents a positive image and approach to change
- Team Working: Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others
Contractual Hours: Full-Time Equivalent (37.5 hours per week or 42.5 hours per week).
Adviser Assistant - Mayfair in City of Westminster employer: Killik & Co
Join our dynamic team in the heart of Mayfair, where we prioritise employee growth and a supportive work culture. As an Adviser Assistant, you will benefit from a competitive salary and a generous benefits package, while working in a collaborative environment that values communication and teamwork. Our commitment to professional development ensures that you will have ample opportunities to enhance your skills and advance your career in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Assistant - Mayfair in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for those interviews! Research the company and practice common interview questions. We recommend using the STAR method to structure your answers – it helps you showcase your skills effectively.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making a lasting impression. It shows your enthusiasm and keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Adviser Assistant role in Mayfair. Plus, it’s the best way to stay updated on new opportunities!
We think you need these skills to ace Adviser Assistant - Mayfair in City of Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Adviser Assistant role. Highlight any relevant experience in administration or customer service, and don’t forget to mention your ability to handle multiple tasks – we love that!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Mayfair team. Be sure to mention your communication skills and how you can contribute to our goals.
Show Off Your Team Spirit:We value teamwork here at StudySmarter, so make sure to include examples of how you’ve worked well with others in the past. Whether it’s collaborating on projects or supporting colleagues, let us know how you can bring that spirit to our office!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts and you’ll be all set!
How to prepare for a job interview at Killik & Co
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the responsibilities of an Adviser Assistant. Familiarise yourself with tasks like greeting clients, handling correspondence, and supporting investment managers. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction and teamwork, be prepared to discuss your communication style. Share examples of how you've effectively communicated in previous roles, especially in high-pressure situations. This will highlight your ability to maintain professionalism and clarity.
✨Demonstrate Your Organisational Skills
The job requires managing multiple tasks efficiently. Bring up specific instances where you've successfully prioritised your workload or improved administrative processes. This will show that you can handle the demands of the role while keeping everything running smoothly.
✨Prepare Questions About the Team
At the end of the interview, ask insightful questions about the team dynamics and how they collaborate. This not only shows your interest in the company culture but also helps you gauge if it's the right fit for you. Plus, it demonstrates your eagerness to contribute to team goals.
