At a Glance
- Tasks: Support the broking team with admin tasks and client communication.
- Company: Dynamic financial services firm located in Mayfair.
- Benefits: Competitive salary and a generous benefits package.
- Other info: Full-time role with opportunities for professional growth.
- Why this job: Gain valuable experience in a fast-paced financial environment while supporting a great team.
- Qualifications: A-level qualified with interest in financial planning and relevant experience.
The predicted salary is between 30000 - 40000 £ per year.
Location: Mayfair
Salary: Competitive salary plus a generous benefits package
We are seeking a Team Assistant on a 12‑month FTC to provide reception and administrative support to the broking team.
Key Accountabilities
- Assist investment managers in the team as required
- Provide reception service; meeting and greeting clients
- Coordinate client communication; calls/messages / forward on as necessary
- Organise meetings and functions, including the provision of refreshments as required
- Help investment managers prepare for meetings, for example, collating new client packs or printing portfolios
- Compose letters and emails
- Mail merge work for marketing letters
- Update Figaro (client database) and other client-facing administration, including client payments, contract notes, and monitoring client debts
- Coordinate account opening and transfers, ensuring clients have correctly filled out the appropriate paperwork. Monitor transfers and liaise with relevant parties.
- Type meeting/phone call notes into in-house client data management system (CRM)
- Deal with the post – open / distribute in the morning and stamp / take to the post box in the evening
- File and order stationery
- Assist and coordinate marketing initiatives, for example, organise flyers to be printed
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 TCF 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
Candidate Profile
- At least A-level qualified (or equivalent) is essential
- Will have a demonstrable interest in financial planning
- Will have at least 12 months of experience in a similar financial services environment
- Excellent planning and organisational skills
- Ability to prioritise under pressure
Contractual Hours
Full-Time Equivalent (37.5 hours per week or 42.5 hours per week)
Team Assistant - 12 Month Fixed Term Contract in London employer: Killik & Co
Join our dynamic team in Mayfair, where we prioritise employee growth and a supportive work culture. As a Team Assistant, you'll benefit from a competitive salary and a generous benefits package, while working in an environment that values communication, teamwork, and adaptability. We are committed to fostering your professional development and providing meaningful opportunities within the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Team Assistant - 12 Month Fixed Term Contract in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Team Assistant role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Familiarise yourself with their values and how they align with your own. This will help you stand out as someone who genuinely wants to be part of their team.
✨Tip Number 3
Practice your communication skills! As a Team Assistant, you'll need to be clear and confident when interacting with clients and colleagues. Role-play common scenarios with a friend to boost your confidence before the big day.
✨Tip Number 4
Don't forget to apply through our website! We make it super easy for you to submit your application and showcase your skills. Plus, it shows you're serious about joining our team!
We think you need these skills to ace Team Assistant - 12 Month Fixed Term Contract in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Team Assistant role. Highlight any relevant administrative or customer service experience, especially in financial services, to show us you’re the right fit.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re interested in the role and how your background aligns with our needs. Keep it concise but engaging – we want to see your personality!
Showcase Your Communication Skills:Since communication is key for this role, make sure your application is clear and free of errors. Use professional language but don’t be afraid to let your enthusiasm for the position come through!
Apply Through Our Website:We encourage you to apply directly 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!
How to prepare for a job interview at Killik & Co
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the Team Assistant role and its key accountabilities. Familiarise yourself with the tasks mentioned in the job description, like coordinating client communication and assisting investment managers. This will help you demonstrate your knowledge and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
As a Team Assistant, strong planning and organisational skills are crucial. Prepare examples from your past experience where you've successfully managed multiple tasks or projects under pressure. Be ready to discuss how you prioritise your workload and ensure everything runs smoothly, especially when it comes to organising meetings and functions.
✨Communicate Clearly and Confidently
Effective communication is key in this role. Practice articulating your thoughts clearly and confidently during the interview. You might be asked about how you handle client interactions or compose emails, so be prepared to share specific examples of how you've maintained clear and accurate communication in previous roles.
✨Demonstrate a Customer-Centric Attitude
The job requires a positive attitude towards customer service. Think of instances where you've gone above and beyond to meet client needs or used feedback to improve your service. Highlighting your commitment to finding solutions in line with TCF principles will resonate well with the interviewers.
