Wealth management administrator hybrid Work, Jobs in Worth Matravers, Dor (with Salaries)

Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
- Full-time
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Employee discount
Quick apply
Financial Administrator
Walker Wealth Management —Poole
- £24,000 - £30,000 a year
- Full-time
- Hybrid work
- Administrative experience
- Analysis skills
- Organisational skills
- Work from home
Quick apply
Financial Adviser
RGH‑Global Limited —Bournemouth
- Up to £40,000 a year
- Full-time
- Hybrid work
- Organisational skills
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Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
In this hands-on admin role, youll support our Team of Advisors by ensuring that client administration and our annual review processes run smoothly and…
Quick apply
Financial Administrator
Walker Wealth Management —Poole
Liaise with clients, providers, and colleagues in a professional and efficient manner. The ideal candidate will have prior experience in financial services…
£24,000 - £30,000 a year
Quick apply

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wealth management administrator hybrid jobs near worth matravers, dor

Wealth Management Administrator - Hybrid

Argentis Group Limited
Poole

Quick apply

Job details

Full-time

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Administrative support experience
Administrative experience
Customer support
Financial services
Customer interaction
Communication skills

Full job description

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 youre able to roll your sleeves up and get things done, whilst providing a professional and helpful service to both clients and colleagues, then wed love to hear from you.

Where do you fit in?

In this hands-on admin role, youll support our Team of Advisors by ensuring that client administration and our annual review processes run smoothly and efficiently.

Using your previous financial services experience, youll be at the heart of our mission to provide exceptional service. Youll support preparing review packs and ensure that our records are kept accurate and updated. Youll liaise with policy providers, and be a compliance champion, as we are a regulated industry. Youll help clients with queries, ensuring we provide a first-class service.

Whats 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 youll always have plenty to do and lots of opportunities to learn
Youll 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, please, 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. Youll be adaptable, friendly, and helpful
Youll be positive, good with people, and technology & system savvy

We work 35 hours per week, Monday to Friday. Youll be based from our Poole office.

Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.

Who are Argentis Wealth Management? What do we do?

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.

Were 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.

Quick apply

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