Wealth Management Admin | Hybrid, Client Support Pro
Job in
Liverpool, Merseyside, L1, England, UK
Listed on 2026-09-03
Listing for:
Argentis Financial Planning Limited
Full Time
position Listed on 2026-09-03
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Data Entry, Business Administration
Job Description & How to Apply Below
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.
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