At a Glance
- Tasks: Support financial advisers with client queries and administrative tasks in a dynamic environment.
- Company: Join one of the UK's fastest-growing wealth management firms, Amber River Premier.
- Benefits: Enjoy a hybrid working model, professional development, and a pathway to CII qualifications.
- Other info: Long-term career growth opportunities in a supportive and professional setting.
- Why this job: Kickstart your career in finance while making a real difference for high-net-worth clients.
- Qualifications: Ideal for graduates or experienced administrators with strong communication and organisational skills.
The predicted salary is between 25650 - 31350 £ per year.
Amber River Premier are one of the UK’s fastest 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)
- 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
- Ensuring all files 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 out 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.
Private Client Administrator in Marlow employer: Amber River Premier
Amber River Premier is an exceptional employer, offering a dynamic work environment in the picturesque town of Marlow, Bucks. With a strong focus on employee development through the Amber River Academy and a hybrid working model, we provide our team with the flexibility to thrive while pursuing meaningful careers in financial services. Join us to be part of a rapidly growing wealth management firm that values professionalism, collaboration, and long-term career growth.
StudySmarter Expert Advice🤫
We think this is how you could land Private Client Administrator in Marlow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Amber River Premier. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Private Client Administrator in Marlow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Amber River Premier.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Amber River Premier's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Amber River Premier
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Amber River Premier.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Amber River Premier will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Amber River Premier employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
