Client Analyst

14-07-2026
Job Type
Permanent
Emp Type
Full Time
Industry
Family Office
Division
Business Support
Job Title
Administrator
Salary Type
Annual
Salary
GBP £30,000.00 - GBP £32,000.00
Job ID
197624

Job Description

Job Title: Client Analyst

Location: West End

Salary: £30,000 - £32,000 DOE

Type: 5 Days in the office

Hours: 8:30am – 5:00pm

I am partnering with an Investment firm, based in the West End. They are seeking a personable, polished, ambitious, and organised candidate to join their team in a Client Analyst role. Within this role, you will work closely with Advisers, supporting them with client relationships and helping to deliver a high level of service.  This is an excellent opportunity for someone polished and proactive looking to join an established but growing company. To find out more, see below.

What you’ll do:

  • Support client onboarding and maintain accurate records
  • Providing day-to-day support to senior members of the team
  • Diary management, meeting coordination and event support
  • Assist with prospective client meetings and follow-up administration
  • Provide general client relationship and administrative support

Who you are:

  • Highly organised with a positive work ethic and proactive manner
  • Ability to work well under pressure and maintain professionalism
  • Flexible and adaptable in a fast-paced environment
  • Comfortable building relationships with advisers and clients
  • Strong Excel and PowerPoint skills

 This is an excellent opportunity to join a growing company who value their company culture and colleagues and also offer excellent benefits. If this sounds like a good match, apply now.

PM197624