Senior Investment Administrator - Hybrid: Client & Payments in Bath

Senior Investment Administrator - Hybrid: Client & Payments in Bath

Bath Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Provide essential admin support to Investment Managers and manage client records.
  • Company: Join Argentis Financial Planning, a friendly and growing financial services team.
  • Benefits: Hybrid work model, competitive salary, and a supportive team environment.
  • Other info: Opportunity for growth in a dynamic and collaborative workplace.
  • Why this job: Be part of a dedicated team delivering exceptional service in finance.
  • Qualifications: Experience in financial services, strong Excel skills, and attention to detail.

The predicted salary is between 30000 - 40000 £ per year.

Argentis Financial Planning Limited is looking for a Senior Investment Administrator to join their hybrid team in Bath. The role involves providing critical administrative support to Investment Managers, processing payments, and maintaining client records.

The ideal candidate should have substantial experience in financial services administration, be IT savvy with strong Excel skills, and possess attention to detail. Join a friendly and growing team dedicated to delivering exceptional service.

Senior Investment Administrator - Hybrid: Client & Payments in Bath employer: Argentis Financial Planning Limited

Argentis Financial Planning Limited is an excellent employer, offering a supportive and collaborative work culture in the picturesque city of Bath. Employees benefit from flexible hybrid working arrangements, opportunities for professional development, and a commitment to delivering exceptional service, making it a rewarding place to grow your career in financial services.

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Contact Details:

Argentis Financial Planning Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Investment Administrator - Hybrid: Client & Payments in Bath

Tip Number 1

Network like a pro! Reach out to current or former employees at Argentis Financial Planning Limited on LinkedIn. A friendly chat can give us insider info and might even lead to a referral.

Tip Number 2

Prepare for the interview by brushing up on your Excel skills. We know that strong Excel skills are a must for this role, so practice those formulas and data analysis techniques to impress the hiring team.

Tip Number 3

Showcase your attention to detail during the interview. Bring examples of how you've maintained client records or processed payments accurately in the past. We want to see how you can bring that precision to the team!

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.

We think you need these skills to ace Senior Investment Administrator - Hybrid: Client & Payments in Bath

Financial Services Administration
Excel Skills
Attention to Detail
Administrative Support
Client Record Management
Payment Processing
IT Savvy

Some tips for your application 🫡

Tailor Your CV:Make sure your CV highlights your experience in financial services administration. We want to see how your skills align with the role, so don’t be shy about showcasing your IT savvy and Excel expertise!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Senior Investment Administrator role. Share specific examples of how you've provided exceptional support in previous roles.

Show Attention to Detail:In this role, attention to detail is key. Double-check your application for any typos or errors before hitting send. We appreciate candidates who take the time to ensure their application is polished and professional.

Apply Through Our Website:We encourage you to apply directly 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!

How to prepare for a job interview at Argentis Financial Planning Limited

Know Your Financial Services Inside Out

Make sure you brush up on your knowledge of financial services administration. Be prepared to discuss your previous experience and how it relates to the role at Argentis Financial Planning Limited. Highlight specific examples where you've successfully supported investment managers or processed payments.

Excel Skills Are Key

Since strong Excel skills are a must for this position, we recommend practising common functions and formulas that you might use in the role. Consider preparing a few examples of how you've used Excel to streamline processes or manage data effectively in your past roles.

Attention to Detail is Crucial

Demonstrate your attention to detail during the interview by being thorough in your answers. You could even mention a time when your meticulous nature helped prevent an error or improved a process. This will show that you understand the importance of accuracy in maintaining client records.

Show Enthusiasm for Teamwork

Argentis Financial Planning Limited values a friendly and growing team environment. Be ready to share examples of how you've collaborated with others in previous roles. Emphasise your ability to work well in a hybrid setting and how you can contribute to a positive team dynamic.