Presentations Associate

We are seeking a talented Presentations Associate to support one of our prestigious UK-based Financial Advisory and Banking clients.

This role is ideal for someone with strong PowerPoint and Excel skills, a good working knowledge of Word, and an interest in developing expertise across the wider Microsoft Office suite and Adobe Creative applications, including Photoshop, Illustrator, and InDesign. Training will be provided to enhance your skill set.

You will be responsible for creating and formatting high-quality presentations and documents, ensuring they are accurate, visually engaging, and delivered within agreed deadlines. Working closely with clients and internal teams, you will provide a professional, responsive service while maintaining the highest standards of quality and consistency.

The Team

As part of the Document Production team, you will collaborate with clients, colleagues, and Workflow Coordinators to produce presentation materials and business documents. You will take ownership of your workload, ensuring deliverables meet client expectations, corporate branding standards, and agreed timescales.

The role requires excellent communication skills, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

Person Specification

Essential

• Advanced proficiency in Microsoft PowerPoint and Excel
• Experience creating and editing presentations using slide masters, themes, and templates
• Good understanding of chart creation and troubleshooting within Excel
• Confidence working across Microsoft Office applications
• Strong attention to detail with a commitment to producing accurate, high-quality work
• Excellent customer service and communication skills
• Ability to manage competing priorities and meet tight deadlines
• A proactive, adaptable, and solutions-focused approach

Desirable

• An interest in design and presenting information in clear, engaging, and visually effective ways
• Experience or willingness to learn Adobe Photoshop, Illustrator, and InDesign

Key Responsibilities

• Create, edit, and format presentations and business documents in line with client requirements and brand guidelines
• Ensure all work is accurate, consistent, and completed to a high standard
• Communicate professionally with clients, providing a consultative and responsive service
• Accurately estimate production times and proactively manage deadlines
• Liaise with Workflow Coordinators to provide updates on workload, priorities, and delivery times
• Build and maintain strong working relationships with clients and colleagues
• Maintain clear records of requests, amendments, and document versions
• Adhere to departmental procedures, quality standards, and best practices
• Contribute to a collaborative team environment and support continuous improvement initiatives
• Demonstrate professionalism, reliability, and accountability in all aspects of the role

Key Skills and Competencies

• Advanced proficiency in MS 365 PowerPoint and Excel is essential
• Previous experience in a corporate environment, particularly in the financial sector, is desirable
• Ability to manage tight deadlines while maintaining high-quality output
• Ability to work independently and take initiative in problem-solving
• A strong commitment to delivering exceptional service and exceeding client expectations
• Excellent verbal and written communication skills, with the ability to convey information clearly and effectively
• Flexible and open to feedback, with a willingness to learn and adapt to new challenges
• Demonstrates a growth mindset and is receptive to feedback and continuous learning
• Demonstrates a commitment to delivering excellent service and positive client experiences
• A working knowledge of Adobe Creative Cloud core applications and current creative production is also desired
• Effective communication skills, both verbal and written
• Capable of quickly acquiring new skills and applying them to meet service needs
• Familiarity with emerging technologies, including AI, and identifies opportunities to enhance presentation quality and efficiency

Using AI in your application

We’re happy for you to use AI tools to research us, polish your cv/cover letter, and practice interviews. Please make sure everything you submit reflects your authentic skills and experience.

To keep things fair, please don’t use AI to invent or exaggerate achievements, complete assessments (unless we say it’s allowed), or to generate live interview answers.

Rewards and Benefits

We believe in supporting our employees in both their professional and personal lives. As part of our commitment to your well-being, we offer a comprehensive benefits package, including but not limited to:

• 25 days holiday, plus bank holidays(pro-rata for part time roles)

• Salary sacrifice schemes, retail vouchers – including our TechScheme which can be used on a range of gadgets such as Smart TV’s, laptops and computers or household appliances.

• Life Assurance

• Private Medical Insurance

• Dental Insurance

• Health Assessments

• Cycle-to-work scheme

• Discounted gym memberships

• Referral Scheme

You will also have the opportunity to work for a global employer who is dedicated to offering each and every employee an enjoyable, challenging and rewarding career with future career development prospects!

Equality and Diversity

The Company values the differences that a diverse workforce brings to the organisation and will not discriminate because of age, disability, gender reassignment, marriage and civil partnership, pregnancy and maternity, race (which includes colour, nationality and ethnic or national origins), religion or belief, sex or sexual orientation (each of these being a “protected characteristic” in discrimination law). It will not discriminate because of any other irrelevant factor and will build a culture that values openness, fairness and transparency.

If you have a disability and would prefer to apply in a different format or would like to make a reasonable adjustment to enable you to make an interview please contact us at [email protected](we do not accept applications to this email address).

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