Senior Investment Administrator - Hybrid

Senior Investment Administrator - Hybrid Overview

Are you an experienced Investment Administrator looking to move to a more senior role? Are you confident with technology, happy to help people and want to be part of a friendly team? If you have amazing attention to detail, are keen to learn, with a “can do” attitude, and would like to join a growing company, then we’d love to hear from you.

You’ll be part of a small team who provide admin support to our Investment Managers. You’ll help to set up and process payments and create and maintain client records. You’ll deal with calls and emails from clients and Investment Managers and ensure that they all get dealt with promptly. With the confidence to speak up and ask questions, you’ll ensure that everyone is kept up to date and has all the information they need.

You’ll be IT and system savvy, and aware of deadlines and the need to prioritise. Working with your team, you’ll deliver a first-class service, helping to ensure the smooth running of our business.

• A competitive salary + benefits, including private medical insurance & paid birthday leave
• A busy and varied role with opportunities to learn and progress
• You’ll be joining a friendly, growing team in an expanding business

• Financial Services admin experience is a must please
  . Experience of mentoring others would be a bonus, but not essential
• You’ll be adaptable, friendly, and helpful, with excellent communication skills and a willingness to learn.
• With a minimum of 5 GCSEs at Grade 4/C or above including Maths and English, you’ll be positive, good with people, and technology & system savvy.

We work 37.5 hours per week, Monday to Friday.

This role will be based from our office in central Exeter with hybrid working available after successful completion of your training period.

We are part of Argentis Group Ltd - an Independent Financial Advice firm, authorised by the Financial Conduct Authority. Argentis Group comprises of a number of different businesses with one mission at our core: giving our clients confidence in their finances. We are looking for talented people to join our teams, to help us achieve our common 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.