Wealth Management Administrator - Hybrid in Harrogate

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.