Wealth Management Admin | Hybrid, Client Support Pro

Argentis Financial Planning Limited; England; Hybrid; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Private medical insurance

Paid birthday leave

Staff discount platform

Job summary

Argentis Wealth Management is seeking a Wealth Management Administrator for a hybrid role based at the Poole office. You will support Advisors with client administration and annual reviews, ensuring records are accurate and up to date while liaising with policy providers.

This role requires financial services admin experience, excellent communication and customer service skills, and a proactive, tech-savvy approach. Hybrid working starts after training, with a 3-day office and 2-day home pattern.

Qualifications

• Financial Services / Financial Planning admin experience required.
• Excellent communication and customer service skills.
• Ability to meet deadlines and stay organised.

Responsibilities

• Assist Advisors with client administration and annual review processes.
• Prepare review packs and keep records accurate and up to date.
• Liaise with policy providers and handle client queries.
• Act as a compliance champion and ensure regulatory standards.

Skills

Financial services admin experience

Communication skills

Customer service skills

Organising & prioritising

Tech savvy

Job description

Argentis Wealth Management is seeking a Wealth Management Administrator for a hybrid role based at the Poole office. You will support Advisors with client administration and annual reviews, ensuring records are accurate and up to date while liaising with policy providers.

This role requires financial services admin experience, excellent communication and customer service skills, and a proactive, tech-savvy approach. Hybrid working starts after training, with a 3-day office and 2-day home pattern.