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Private Client Services Specialist

Job in Marlow, Buckinghamshire, SL7, England, UK
Listing for: Amber River Premier
Full Time position
Listed on 2026-02-13
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Financial Analyst, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial planning firm in Marlow is looking for a highly motivated Financial Services Administrator to support Financial Advisers and Paraplanners. Responsibilities include liaising with clients and providers, maintaining client records, and ensuring compliance with FCA guidelines. Ideal candidates should have prior experience in wealth management, strong relationship management skills, and an interest in achieving CII qualifications. The role offers a hybrid working model, promoting employee development and well-being.
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