Wealth management Work, Jobs in Langton 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
9d
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Team management
- Travel
- Mentoring
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Research
Business Development Manager
Eight Financial Advice —Bournemouth
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
Private Wealth Adviser - Self-Employed
Skybound Wealth Management —Poole
- Hybrid work
- Business development
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- Communication skills
- Negotiation
Quick apply
Data Manager
Glenmoor & Winton Academies —Bournemouth
- £35,377 a year
- School
- Employee discount
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Financial services
- Employee assistance programme
- Employee discount
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- Business development
- Analytics
Quick apply
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Gym membership
Care Assistant
McCarthy & Stone —Ferndown
- £13.26 an hour
- Part-time
- Customer service
- Cleaning
- Employee discount
- Life insurance
Quick apply

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Financial Administrator
Walker Wealth Management —Poole
Liaise with clients, providers, and colleagues in a professional and efficient manner. Experienced in financial administration (preferred).
£24,000 - £30,000 a year
Quick apply
9d
FM Contract Co-Ordinator
BJF Group —Hamworthy
Lead, manage and support a team of 2-3 Contract Administrators, conduct regular one-to-one meetings, manage annual leave and absences and ensure administrative…
Quick apply
2h

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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

Refine Your Search

wealth management jobs in langton matravers, dor

Wealth Management Administrator - Hybrid

Financial Administrator

Wealth Planning Team Leader - Wealth Management

Business Development (Bid and Proposals) Manager

Business Development Manager

Private Wealth Adviser - Self-Employed

Headhunter (Talent Acquisition)

Data Manager

Business Development Manager (Advised Platform)

Recruitment Marketing Manager – Growth Partners Network

Trust & Tax Manager

Care Assistant

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