Private Client Administrator

Amber River Premier; Marlow; Hybrid; GBP 18,000 - 26,000; Full time

Benefits offered by this job

Hybrid work model

Office in Marlow

Job summary

Amber River Premier in Marlow, Bucks, invites applications for an entry-level Financial Services Administration role within our Private Client Associates team. You will provide administrative and client servicing support, acting as a first point of contact for queries.

The role offers hybrid working (office 3 days a week in Marlow, remote 2 days) with a pathway to professional CII qualifications. A graduate or experienced administrator with strong organization and communication skills is welcome.

Qualifications

• Entry-level role in financial services administration.
• Graduate or experienced administrator seeking professional progression.
• Strong organizational and communication skills; ability to follow processes.

Responsibilities

• Open, sort, and scan daily post.
• Answer calls and direct messages; relay messages.
• Greet clients visiting the office with a warm, professional welcome.
• Liaise with clients, product providers and third parties.
• Obtain illustrations/quotations, literature, fund/transfer values from providers.
• Send information requests to providers and track receipt.
• Maintain accurate client records in CURO and ensure FCA compliance.

Skills

Detail-oriented

Client servicing

Organised

Communication skills

Education

Graduate qualification in business/finance/economics

Tools

CURO

Job description

Amber River Premier are one of the UK’s fasting growing wealth management firms. We are currently looking for a motivated and detail-orientated individual seeking an entry-level position within financial services administration to join our team of Private Client Associates in Marlow, Bucks.

Amber River offers bespoke financial planning advice, curating financial strategies to help our clients achieve their life goals; from planning to buy a new home or legacy planning and everything in between. Our clients are typically high-net-worth individuals or corporate clients.

As a Private Client Associate your primary role is to provide administrative and client servicing support to our teams of financial advisers. You will also be the primary point of contact for client queries and servicing of transactional requests.

Role responsibilities

• Opening, sorting, and scanning daily post
• Answering the telephone and directing calls, receiving, and passing on messages
• Meeting and greeting clients visiting the office for appointments, ensuring they are offered a warm and professional welcome.
• Liaising with clients, product providers and other 3rd parties
• Obtaining illustrations/quotations, product literature and fund/transfer values from product providers and other 3rd parties
• Sending information requests to providers, and managing these through to receipt of information
• Maintaining accurate client records and updating client database (CURO)
• Ensure all dealings with customers are carried out in a professional and courteous manner
• Undertake sufficient product and market research
• Ensure all supporting documentation is maintained as per company procedures
• Ensuring all files are meet FCA compliance guidelines

As a growing entity we are looking to recruit individuals that are planning for a long-term career. You could either become a technical expert, staying within the field of administration, or alternatively join the Amber River Academy, a dedicated training programme delivered by industry experts. A recognised pathway to professional CII Qualifications and future career opportunities.

Our ideal applicant could be a Graduate holding a relevant qualification (e.g. business/finance/economics), or perhaps an experienced financial services Administrator seeking a position within a professional, progressive organisation.

Due to the nature of the business, the role would be well suited to an individual that is capable of following processes and procedures carefully, is highly organised and has exceptional communication skills.

The Company operates a hybrid working model, with all employees being office based 3 days/week our of our office in Marlow, and remote 2 days/week. You are welcome to work fully office-based should you prefer to do so, but applicants must be able to commute to the office as required.