At a Glance
- Tasks: Support our Investment Managers with client administration and ensure everything runs smoothly.
- Company: Join a growing financial services team that values organisation and accuracy.
- Benefits: Competitive salary, private medical cover, paid birthday leave, and volunteering opportunities.
- Other info: Enjoy hybrid working after training and be part of a friendly, dynamic team.
- Why this job: Perfect for those who love admin and want to make a real impact in a supportive environment.
- Qualifications: Experience in administration, proficiency in Microsoft Word and Excel, and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
Looking for a role where you can focus on what you do best – administration? If you enjoy working with documents, spreadsheets and systems, take pride in accuracy, and like to keep things organised and on track, this job could be a great fit. Our Investment Administration team is growing, and we need someone who genuinely enjoys admin, delivers high-quality work, and provides excellent client support.
In this hands‑on admin role, you’ll support our London Team of Investment Managers by ensuring client administration runs smoothly and efficiently. Day to day, you’ll be preparing client packs, managing documentation, progressing new accounts and ensuring that our records are accurate and up to date. You’ll process payments, and handle calls and emails, providing a professional and helpful service to clients and colleagues. You’ll produce clear, accurate documentation, so confidence in Microsoft Word, including letter writing and mail merges, is essential. You’ll also be using Excel and internal systems, so proficiency with IT is a must. Alongside your admin responsibilities, you’ll assist with the smooth running of the office, welcoming visitors, preparing meeting rooms and helping keep everything organised.
What’s in it for you?
- Competitive salary plus benefits, including private medical cover, paid birthday leave and volunteering opportunities
- A varied and busy role with training and support
- A friendly team within a growing business
What do you need to be successful?
- Substantial admin experience, a genuine enjoyment of administration work along with a high level of accuracy and attention to detail
- Proficient with IT, including Microsoft Word (letter writing and mail merges), Excel, and working with data, documentation, and internal systems
- Professional communicator with the ability to manage multiple workstreams and high workload, meet deadlines and stay organised in a busy, client‑focused environment
Experience within a regulated environment is helpful but not essential, as full training will be provided. We work 37.5 hours per week, Monday to Friday, 9am to 5.30pm. Following successful completion of your training period, hybrid working will be available.
We are committed to equality of opportunity for all; we care about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
Administration Assistant - Financial Services employer: Argentis Financial Planning Limited
Join a dynamic and supportive team in the heart of London, where your administrative skills will be valued and nurtured. We offer competitive salaries, private medical cover, and unique benefits like paid birthday leave and volunteering opportunities, all within a friendly work culture that prioritises employee well-being and growth. With comprehensive training and the option for hybrid working after your initial training period, this is an excellent opportunity for those looking to thrive in a rewarding environment.
Contact Detail:
Argentis Financial Planning Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Administration Assistant - Financial Services
✨Tip Number 1
Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Administration Assistant role, and who knows? They might just have the inside scoop on opportunities that aren't advertised yet.
✨Tip Number 2
Prepare for interviews by practising common questions related to admin roles. Think about how you can showcase your attention to detail and IT skills. We all know that confidence is key, so rehearse your answers until you feel ready to impress!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It shows professionalism and keeps you fresh in their minds. Plus, it’s a great chance to reiterate your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, you’ll find all the latest roles we have available, so keep checking back for new opportunities that match your skills.
We think you need these skills to ace Administration Assistant - Financial Services
Some tips for your application 🫡
Show Off Your Admin Skills:Make sure to highlight your admin experience in your application. We want to see how you’ve kept things organised and on track in previous roles, so don’t hold back on those details!
Be Clear and Concise:When writing your application, keep it clear and to the point. We love a well-structured document, so use bullet points or headings to make it easy for us to read through your skills and experiences.
Tailor Your Application:Take a moment to tailor your application to our job description. Mention specific skills like your proficiency in Microsoft Word and Excel, and how they relate to the role. It shows us you’re genuinely interested!
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Admin Stuff
Make sure you brush up on your administration skills before the interview. Familiarise yourself with common tasks like preparing client packs and managing documentation. Being able to discuss your experience with Microsoft Word and Excel confidently will show that you're ready for the role.
✨Show Off Your Attention to Detail
Since this role requires a high level of accuracy, be prepared to give examples of how you've maintained precision in your previous admin roles. Whether it’s through managing data or producing clear documentation, demonstrating your attention to detail can set you apart from other candidates.
✨Communicate Like a Pro
As a professional communicator, you'll need to manage multiple workstreams and deadlines. Practice articulating how you've successfully handled busy workloads in the past. Highlighting your ability to provide excellent client support will resonate well with the interviewers.
✨Get Organised
Being organised is key in this role, so come prepared with a plan for how you manage your tasks. You might want to share specific tools or methods you use to keep everything on track. This will show that you’re proactive and ready to contribute to the smooth running of the office.
