At a Glance
- Tasks: Support our team with client administration and ensure smooth processes.
- Company: Join Argentis Wealth Management, a friendly and growing financial advice firm.
- Benefits: Enjoy competitive salary, private medical insurance, and paid birthday leave.
- Other info: Hybrid working available after training, with a supportive team environment.
- Why this job: Make a real impact by providing exceptional service to clients and colleagues.
- Qualifications: Experience in financial services admin and strong communication skills required.
The predicted salary is between 30000 - 35000 £ 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 Harrogate 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 Harrogate office. 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 in Harrogate employer: Argentis Group Limited
Join a dynamic and award-winning investment management firm located in the heart of Bath, where you will thrive in a supportive work culture that prioritises client success and employee well-being. With competitive salaries, private medical care, and opportunities for professional growth through further qualifications, this role offers a meaningful career path in a friendly environment. Enjoy the benefits of hybrid working after your training period, all while being part of a knowledgeable team dedicated to your development.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Management Administrator - Hybrid in Harrogate
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Argentis Group Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Wealth Management Administrator - Hybrid in Harrogate
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Argentis Group Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Argentis Group Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Argentis Group Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Argentis Group Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Argentis Group Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Argentis Group Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
