Private Client Associate
3 weeks ago
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 Financial Services Administrator 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 are 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) 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 Opening, sorting, and scanning daily post Answering the telephone and directing calls, receiving, and passing on messages Ensuring all files are 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 who values employees and works hard to create a positive working environment.
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Private Client Solicitor
4 days ago
Marlow, United Kingdom KLEIN HAMILTON EXECUTIVE SEARCH LTD Full timePrivate Client Solicitor, Legal Executive, Wills and Probate, Estate Administration, Trusts, Lasting Powers of Attorney, Court of Protection, Estate and Inheritance tax, Permanent, Marlow **Private Client Solicitor** A well-established law firm in Marlow, is currently seeking a Private Client Solicitor or Legal Executive for their busy private client...
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Private Client Associate
3 weeks ago
Marlow, United Kingdom Amber River Premier Full timeJob DescriptionAmber 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 Financial Services Administrator to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client...
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Private Client Solicitor
2 weeks ago
Buckinghamshire, United Kingdom Venn Group Full time**Private Client Solicitor** Boutique L500 practice with an excellent reputation seeks a Private Client Solicitor on a hybrid working basis. The firm have first-rate credentials and offer a city-level service to their clients. Working as part of an expert team, you will handle a varied caseload of private client matters and act for high net worth clients....
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Private Client Associate
2 weeks ago
Marlow, England, United Kingdom Amber River Premier Full time £25,000 - £35,000 per yearAmber 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 Financial Services Administrator to join one of our 'pods', working alongside a Financial Adviser and a Paraplanner; providing both administrative and client servicing support.As...
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Private Client Solicitor Locum
4 days ago
Buckinghamshire, United Kingdom The Legists Full time**JOB TITLE: Locum Private Client Solicitor** **LOCATION: Buckinghamshire** **PQE: 3+** **HOURLY RATE: £30.00 - £40.00** **THE ROLE**: **THE CANDIDATE**: The successful Private Client Solicitor will have a minimum of 3 years of experience gained within similar roles. You will have immediate availability to commence a new role for an expected period of...
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Private Client Solicitor
20 hours ago
Stone, Buckinghamshire, United Kingdom Service Care Solutions Full timeService Care Solutions is working alongside a forward-thinking and dynamic law firm located in the heart of Buckinghamshire. They are looking for a talented Private Client Solicitor or Legal Executive to join their team. This is a fantastic opportunity for a solicitor with around 2–3 years PQE to take the next step in their career. Role: Private...
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Buckinghamshire, United Kingdom Search Consultancy Full timeA Times Top 200 firm is recruiting for a senior private client lawyer/partner to join their team. The firm has offices in Buckinghamshire and Oxfordshire and is a large and very reputable regional firm. They are equipped with cutting-edge technology and are **very open to hybrid working**. They are renowned for their supportive and inclusive culture,...
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Buckinghamshire, United Kingdom The Legists Full timeA Times Top 200 firm is recruiting for a senior private client lawyer/partner to join their team. The firm has offices in Buckinghamshire and Oxfordshire and is a large and very reputable regional firm. They are equipped with cutting-edge technology andare very open to hybrid working. They are renowned for their supportive and inclusive culture, evidenced by...
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Private Client Lawyer Senior Solicitor/partner
14 hours ago
Buckinghamshire, United Kingdom The Legists Full timeA Times Top 200 firm is recruiting for a senior private client lawyer/partner to join their team. The firm has offices in Buckinghamshire and Oxfordshire and is a large and very reputable regional firm. They are equipped with cutting-edge technology andare very open to hybrid working. They are renowned for their supportive and inclusive culture, evidenced by...
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Part-time Legal Secretary Private Client
1 week ago
Buckinghamshire, United Kingdom The Legists Full timeJOB TITLE: Part Time Legal Secretary (Private Client) EXPERIENCE: 1 years’ + LOCATION: Buckinghamshire SALARY: Competitive DOE THE ROLE: THE CANDIDATE: As an experienced legal secretary, you will have a background of working within a private client department and be familiar with the processes and terminology used. You will be able to work to a high...
