Are you fantastic on the phone, terrific with technology and happy to help people?
Do you enjoy variety and have an eagle eye for detail? Would you like to join a small team within a friendly, growing company? Then this could be the perfect career move for you…
Where do you fit in?
You will be arranging appointments over the phone with clients for their annual reviews with our Financial Advisers. Using your people skills, attention to detail and admin experience, you will make sure that everyone receives excellent customer service. You will update our in-house system, ensuring that files and records are accurate. You will also get involved with different projects and ad-hoc work, giving you lots of variety.
You will be spreadsheet savvy and happy to navigate around different IT systems, and aware of deadlines and the need to prioritise, as some of your work will be time sensitive. You will work with your team to deliver a first-class service, helping to ensure the smooth running of our business.
What’s 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 you will always have plenty to do.
You will be joining a friendly, growing team in an expanding business.
What do you need to be successful?
Customer service experience is a must, along with excellent communication and administration 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. You will be adaptable, friendly, and helpful.
You will be positive, keen to learn, good with people, and technology & system savvy.
We work 35 hours per week, Monday to Friday.
You will be based from our Waterlooville 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 Wealth Management
- 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. We are 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.
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This position is with
Argentis Wealth Management
- 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. We are 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.
#J-18808-Ljbffr
