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- Tasks: Support Financial Advisers and Paraplanners with admin and client servicing tasks.
- Company: Join Amber River Premier, an award-winning Chartered Financial Planning firm in Marlow.
- Benefits: Enjoy a hybrid working model with 3 days in the office and 2 remote.
- Why this job: Be part of a fast-growing company that values employee development and wellbeing.
- Qualifications: Previous experience in wealth management and strong relationship management skills are preferred.
- Other info: Opportunity to pursue CII qualifications and work in a professional yet flexible environment.
The predicted salary is between 28800 - 43200 £ per year.
Amber River Premier are an award-winning, Chartered Financial Planning firm located in Marlow, Buckinghamshire. We are currently looking to recruit a highly motivated and competent individual to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client servicing support. As a company we provide bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and is committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months. As part of the Amber River group, we are one of the fastest growing and largest national Independent Financial Advice companies.
Role responsibilities:
- Liaising with clients, product providers and other 3rd parties
- Preparing documentation, including valuations, for client meetings
- 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)
- Ensuring all dealings with customers are carried out in a professional and courteous manner
- Undertaking sufficient product and market research
- Ensuring all supporting documentation is maintained as per company procedures
- Opening, sorting, and scanning daily post
- Answering the telephone and directing calls, receiving, and passing on messages
- Ensuring all files meet FCA compliance guidelines
Our ideal applicant will have previous experience working within a wealth management/IFA business and excellent relationship management skills. An interest in pursuing CII qualifications and previous experience of using Curo would also be advantageous.
We operate a hybrid working model, with 3 days office-based and 2 remote. Our office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. This is an excellent opportunity to join a company that values employees and works hard to create a positive working environment.
Administrator employer: Amber River Premier
Contact Detail:
Amber River Premier Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly wealth management and Independent Financial Advice (IFA). Understanding the terminology and processes will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend industry events or join relevant online forums to connect with people who work in similar roles. This can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Research Amber River Premier thoroughly. Understand their values, services, and recent achievements. Being able to discuss specific aspects of the company during your interview will show that you are proactive and genuinely interested in being part of their team.
✨Tip Number 4
Prepare to discuss your previous experience in administrative roles, especially within a financial context. Highlight any relevant skills such as client relationship management, compliance knowledge, and familiarity with databases like CURO, as these will be crucial for the Administrator position.
We think you need these skills to ace Administrator
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements. Tailor your application to highlight how your skills and experience align with the specific tasks mentioned, such as liaising with clients and preparing documentation.
Highlight Relevant Experience: Emphasise any previous experience in wealth management or financial services. Mention specific tasks you've handled that relate to the role, like managing client records or conducting market research, to demonstrate your suitability.
Showcase Soft Skills: Since the role requires excellent relationship management skills, include examples of how you've successfully interacted with clients or colleagues in the past. This could be through teamwork, communication, or problem-solving scenarios.
Proofread Your Application: Before submitting, make sure to proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in an administrative role.
How to prepare for a job interview at Amber River Premier
✨Research the Company
Before your interview, take some time to learn about Amber River Premier. Understand their values, services, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Role-Specific Questions
Given the responsibilities of the Administrator role, be ready to discuss your experience with client management, documentation preparation, and compliance. Think of specific examples from your past work that demonstrate your skills in these areas.
✨Showcase Your Communication Skills
As the role involves liaising with clients and third parties, it's crucial to demonstrate your excellent communication abilities. Practice articulating your thoughts clearly and professionally, as this will reflect your capability to handle client interactions.
✨Express Your Interest in Professional Development
Mention your enthusiasm for pursuing CII qualifications and how you see this role as a stepping stone in your career. This shows that you are committed to personal growth and aligns with the company's focus on employee development.