Who are we?

Our client is a well-established organisation operating within the financial services sector, with a strong focus on delivering high-quality solutions to its clients.

They are looking for a highly organised, detail-oriented Client Associate who is passionate about creating polished, professional presentations and client-facing materials.

What will you do?

• Create, update and maintain professional presentation templates and master documents

• Prepare client presentations based on meeting requirements and briefs

• Develop and format slides, charts, tables and other visual content

• Work with internal teams to obtain and verify information used in presentations

• Ensure information, calculations, charts and supporting content are accurate

• Apply consistent formatting and corporate brand standards across all materials

• Make amendments and updates following internal reviews and feedback

• Assist with the preparation and formatting of reports, fact sheets and marketing materials

• Manage multiple presentation requests and deadlines, particularly during busy reporting periods

• Liaise with various internal stakeholders to ensure requirements are understood and delivered accurately

• Assist with uploading and distributing client documentation

• Support design, branding and process-improvement initiatives

• Identify opportunities to use AI and automation to improve efficiency and quality control

What do you need?

• 2–3+ years' experience in a presentation, design, marketing, financial services or similar role

• A relevant Bachelor's degree in Finance, Business, Marketing, Design or a related field is advantageous

• Advanced Microsoft PowerPoint skills – essential

• Advanced Microsoft Excel skills, including charts, tables, data manipulation and formatting

• Proven experience producing professional, client-facing presentations

• Working knowledge of Adobe Creative Suite, Canva or similar design tools

• Experience working with content management or document distribution platforms is advantageous

• An understanding of financial information, data and business terminology

• Excellent written English and strong grammar skills

• Exceptional attention to detail and strong quality-control abilities

• Strong analytical and problem-solving skills

• Excellent organisation and time-management skills

• Comfortable managing multiple priorities and working to tight deadlines

• Professional communication skills and the ability to work effectively with different teams

• Experience using AI tools to improve workflows, automate repetitive tasks or enhance quality and accuracy will be advantageous

If you're highly detail-oriented, confident with PowerPoint and Excel, and enjoy turning complex information into polished, professional presentations, we'd love to hear from you.