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Administrator - Wealth Management

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Client Consulting & Support
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46388 Requisition #
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**Please note that this role is a 12 month Fixed Term Contract**

Are you an organised and dedicated worker? We are looking to recruit a new Financial Services Administrator to join our friendly and efficient team; if you're able to prioritise and have a huge amount of pride in your work, you could be a perfect fit.

Responsible for providing an efficient and effective support to a team of advisers and clients. Working in a motivated and professional space where we are all dedicated to making the working environment a positive one.

You will ideally have experience of dealing with many different tasks and also many different personalities. We’re willing to train the right person. For us, it’s about getting the right attitude and team fit.

Key Responsibilities

  • You need to provide a variety of key administrative and support services to our advisers.
  • Dealing with client queries and taking the appropriate action to ensure that the query is dealt with in a timely and effective manner. This will involve regular client, Consultant and provider contact and back office administration
  • Provide a professional high quality administration service to all clients, colleagues and other third parties
  • Process new business applications and documentation in accordance with the agreed service and quality standards and take a shared responsibility for ensuring that the suitability report, fact find and anti-money laundering procedures are properly followed
  • Work individually and as part of a team to deliver work in an efficient and timely manner
  • To not only meet but to exceed both internal and external client expectations 
  • May serve as administrative liaison with other divisions within the company.
  • We are a dynamic business that tries our best to get it right first time, you'll need to share this ethos and remain flexible in your approach; adapting your role to cover other ad-hoc duties and responsibilities when required.


Experience, Knowledge and Skills

  • Educated to secondary school standard, 2 or more year’s related experience required.
  • Thorough knowledge of Microsoft Windows applications and Microsoft Office along with the ability to prioritise and organise own workload to ensure that deadlines are adhered to.
  • Ability to work under pressure and without supervision.
  • Keen to develop and sustain relationships with both internal and external customers using highly effective social and written communication skills.
  • Capable and confident written English skills and real passion when speaking to people on the telephone.
  • Eligibility to work in the UK
 

Arthur J. Gallagher – an equal opportunities employer; specialists in employee benefits and employee engagement.

Argentis joined Gallagher, one of the largest risk management organisations in the world, in 2016.  Together we have created a chartered independent financial planning and wealth management business committed to high quality service and advice that is delivered with precision and discretion.  Our national team of highly-qualified practitioners are dedicated to providing personalised financial advice which protects, grows and preserves everything that their clients have worked hard to build.

Argentis is a forward thinking financial planning and wealth management business that provides independent advice to individuals, trustees and companies. Argentis was founded with the aim of providing clients with the highest quality of independent and professional advice that is not biased by products, commission or adviser charges.