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- Tasks: Support our London Advisors with client administration and ensure smooth processes.
- Company: Join Argentis Wealth Management, a friendly and growing independent financial advice firm.
- Benefits: Enjoy competitive salary, private medical insurance, paid birthday leave, and discounts.
- Other info: Hybrid working available after training; 35 hours per week, Monday to Friday.
- Why this job: Make a real impact by providing first-class service in a dynamic environment.
- Qualifications: Experience in financial services admin, excellent communication, and customer service skills required.
The predicted salary is between 30000 - 40000 £ per year.
Looking for a role where you can focus on what you do best – administration? Do you genuinely enjoy admin, deliver high-quality work, and provide excellent client support? If you enjoy working with documents and systems, take pride in accuracy, and like to keep things organised and on track, this job could be a great fit. If you’re able to roll your sleeves up and get things done, whilst providing a professional and helpful service to both clients and colleagues, then we’d love to hear from you.
In this hands‑on admin role, you’ll support our London Team of Advisors by ensuring that client administration and our annual review processes run smoothly and efficiently. Using your previous financial services experience, you’ll be at the heart of our mission to provide exceptional service. You’ll support preparing review packs and ensure that our records are kept accurate and updated. You’ll liaise with policy providers, and be a compliance champion, as we are a regulated industry. You’ll help clients with queries, ensuring we provide a first‑class service.
What’s in it for you?
- A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out.
- A busy and varied role where you’ll always have plenty to do and lots of opportunities to learn.
- You’ll be joining a growing team in a friendly business.
What do you need to be successful?
- Financial Services / Financial Planning admin experience is a must, along with excellent communication and customer service skills, and a willingness to learn.
- Accuracy and the ability to meet deadlines – effective at organising and prioritising your workload.
- You’ll be adaptable, friendly, and helpful.
- You’ll be positive, good with people, and technology & system savvy.
We work 35 hours per week, Monday to Friday. You’ll be based from our London office (EC3N 3AA). Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.
This position is with Argentis Wealth Management – an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses. We’re looking for talented people to join our teams, to help us achieve our goals and build for the future. We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.
Wealth Management Administrator - Hybrid employer: Argentis Financial Planning Limited
Contact Detail:
Argentis Financial Planning Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Management Administrator - Hybrid
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by practising common questions related to administration and client support. We recommend role-playing with a friend or using online resources to get comfortable with articulating your experience and skills.
✨Tip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've kept things on track in previous roles. This will demonstrate your ability to manage workloads effectively, which is key for a Wealth Management Administrator.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows your enthusiasm for joining our team at Argentis Wealth Management.
We think you need these skills to ace Wealth Management Administrator - Hybrid
Some tips for your application 🫡
Show Off Your Admin Skills: Make sure to highlight your previous experience in administration, especially in financial services. We want to see how you've kept things organised and on track in your past roles!
Be Client-Focused: Since this role is all about providing excellent client support, share examples of how you've gone above and beyond for clients in your application. We love seeing that dedication!
Keep It Accurate: Accuracy is key in our industry, so double-check your application for any typos or errors. We appreciate attention to detail, and it sets a great first impression!
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 Stuff
Before the interview, brush up on your financial services knowledge. Understand the basics of wealth management and be ready to discuss how your previous experience aligns with the role. This will show that you’re not just interested in the job, but that you genuinely understand the industry.
✨Showcase Your Admin Skills
Since this role is all about administration, prepare examples of how you've excelled in similar tasks before. Think about specific situations where your organisational skills made a difference, or how you’ve handled multiple deadlines. Be ready to share these stories during the interview.
✨Be Client-Focused
Argentis Wealth Management values excellent client support, so highlight your customer service skills. Prepare to discuss how you’ve dealt with client queries in the past and how you ensure a first-class service. This will demonstrate that you can contribute positively to their mission.
✨Ask Smart Questions
At the end of the interview, don’t forget to ask insightful questions. Inquire about the team dynamics, the tools they use for client management, or how they measure success in this role. This shows your genuine interest in the position and helps you assess if it’s the right fit for you.