At a Glance
- Tasks: Support Advisors with client administration and ensure accurate records.
- Company: Join Argentis Wealth Management, a leader in financial services.
- Benefits: Enjoy hybrid working, competitive pay, and a supportive team environment.
- Other info: Flexible work pattern after training with great career progression opportunities.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in financial services admin and strong communication skills required.
The predicted salary is between 27000 - 33000 £ per year.
Argentis Wealth Management is seeking a Wealth Management Administrator for a hybrid role based at the Poole office. You will support Advisors with client administration and annual reviews, ensuring records are accurate and up to date while liaising with policy providers.
This role requires financial services admin experience, excellent communication and customer service skills, and a proactive, tech-savvy approach. Hybrid working starts after training, with a 3-day office and 2-day home pattern.
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Wealth Management Admin | Hybrid, Client Support Pro employer: Argentis Financial Planning Limited
Join a dynamic and supportive team in Waterlooville, where you can thrive as a Facilities & Business Co-ordinator. Our company values employee growth and offers a competitive salary alongside benefits like private medical insurance and paid birthday leave. With a focus on collaboration and a friendly work culture, you'll have the opportunity to develop valuable skills while contributing to a growing business that prioritises workplace safety and efficiency.
Contact Details:
Argentis Financial Planning Limited Recruitment Team
