Client Advisor

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.

\\n\\n

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.

\\n\\n

The role – Client Advisor Assistant

\\n\\n

\\n\\t
• Be a trusted right-hand to senior advisors, acting as a go-to liaison for high-value clients

\\n\\t

• Prepare bespoke client materials and advisory content across estate planning, legal, and financial matters

\\n\\t

• Plan, organise, and contribute to high-level and high-volume client meetings, ensuring every detail is spot-on

\\n\\t

• Dive into complex research and produce thoughtful, structured drafts for review

\\n\\t

• Monitor financial activity, process high-value transactions, and ensure data accuracy

\\n\\t

• Collaborate with external partners, including lawyers, tax specialists, and investment advisors

\\n\\t

• Help shape the future of client service, your ideas and initiative will be welcomed

\\n\\t

• Support wider initiatives to enhance service delivery and client satisfaction

\\n

\\n\\n

You will be/have – Client Advisor Assistant

\\n\\n

\\n\\t
• 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

\\n\\t

• Exceptionally numerate and analytical and comfortable with financial reporting tools – Excel and PowerPoint are second nature to you

\\n\\t

• Tech-savvy, with an eye for detail and a hunger to understand the “why” behind processes

\\n\\t

• Personable, polished, and calm under pressure, you inspire confidence

\\n\\t

• A proactive problem-solver who spots gaps and acts before being asked

\\n\\t

• Thrives in a collaborative, low-ego team where excellence is the standard

\\n

\\n\\n

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.

\\n\\n

Interviewing now, apply ASAP!

\\n\\n

\\n\\n

\\n\\n

\\n\\n

\\n\\n