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Administrator - Wealth Management - Salisbury
4 months ago
**Want to work where your skills, efforts and experience are appreciated? Do you love being part of a team, and are able to meet deadlines with ease? **Are you awesome at admin? A Pro at prioritisation?**
Join us, and showcase your skills in a friendly team, where youll excel at administration, but also make a meaningful impact on the financial well-being of our clients
**Where do you fit in?**
Youll be at the heart of our mission to provide exceptional service. Youll be involved in supporting our Financial Advisers with their annual Client reviews - preparing annual review packs and ensuring that client records are 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
- Youll be joining a growing team in a friendly business
**What do you need to be successful?**
- Admin experience is a must, along with excellent communication and customer service skills, and a willingness to learn. Experience within a financially regulated industry would be great but not essential as we offer lots of training
- Accuracy and the ability to meet deadlines effective at organising and prioritising your workload. Youll be adaptable, friendly, and helpful
- Youll be positive, keen to learn, good with people, and technology & system savvy
**We work 35 hours per week, Monday to Friday. Youll be based from our Salisbury office, and following training, work on a hybrid basis according to the needs of the business.**
**Who are Argentis? **What do we do?**
This position is with **Argentis** - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. 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.
