This is a Twelve-Month Fixed Term Contract, and can be based from our offices in Waterlooville or Salisbury.
If you're experienced with working with data, solving problems and keeping things organised this could be the perfect opportunity to build your career in financial services.
This is a great opportunity to join a supportive team where you'll develop new skills, make an impact and play an important part in delivering excellent outcomes for our clients.
Where do you fit in?
You'll be key in keeping our systems and processes running smoothly. Youll help ensure client information is accurate, operational tasks are completed efficiently and that your colleagues have the support they need to deliver a great service.
Your day could include:
- Maintaining and improving data quality within our back-office system - Xplan, monitoring shared mailboxes, liaising with providers, resolving data feed issues, updating progress trackers and supporting user account administration
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You'll work with a variety of systems and develop valuable technical knowledge while collaborating with colleagues across our business
You'll thrive in this role if you enjoy working with detail, can manage a varied workload and like finding practical solutions. You'll also be encouraged to share ideas, continue developing your skills and contribute to a culture built on integrity, collaboration and positive client outcomes.
Whats in it for you?
- A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
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A busy and varied role within a growing group
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The chance to make your mark at a friendly, growing business with lots going on
What do you need to succeed?
- Excellent attention to detail with strong organisational skills and the ability to prioritise competing tasks.
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Good working knowledge of Microsoft Office, particularly Excel and Outlook.
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Strong written and verbal communication skills, with a collaborative approach to working with colleagues and external providers.
Experience in financial services or with Xplan would be an advantage but isn't essential.
Knowledge of Power BI, Smartsheet, Visio or PowerPoint would also be beneficial.
We work Monday to Friday from 9 to 5.30pm.
Following successful completion of your training period, hybrid working will be available.
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.
