Wealth Management Administrator

5 days ago

London, Greater London, United Kingdom Argentis Group Limited Full time £40,000 - £60,000 per year

Looking to join a company, that can provide you with the skills, experience and qualifications to further your career?

Are you an experienced financial services administrator looking to join a friendly team within a growing group?

If you are experienced within Financial Services, awesome at admin with accuracy, and working to deadlines, then wed love to hear from you.

Where do you fit in?

Youll be part of a team submitting new business applications and transactions. Responsible for keeping track of your cases from start to finish, youll ensure that your records are up to date and that we are not missing any payments or vital information. Youll speak to providers - and occasionally clients and issue suitability reports.

Youll carry out regulatory checks and update everyone involved, working closely with other teams to deliver a successful client journey.

IT and system savvy, youll be able to navigate around third-party platforms. Youll be aware of deadlines and the need to prioritise, as some of your work will be time sensitive. Youll use your excellent admin skills and attention to detail to deliver a first-class service to our clients, ensuring the success of your team and our business.

Whats in it for you?

  • A competitive salary + benefits including paid birthday leave, private medical insurance and discounts from a variety of websites
  • A busy and varied role where youll always have plenty to do
  • Chances to learn, working within a friendly team

What do you need to be successful?

  • Admin experience within a Financial Services industry is a must please, along with excellent communication skills.
  • The ability to meet deadlines - effectively organising and prioritising your workload, alongside your team
  • Adaptable, friendly and willing to learn

We work 35 hours per week, Monday to Friday.

You'll be based at our offices in London (EC3N 3AA) with hybrid working available following the successful completion of your training period.

Who are Argentis Group Limited?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis 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. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

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