Investment Admin Assistant – Hybrid, Detail‑Driven

Argentis Financial Planning Limited; Exeter; Hybrid; GBP 25,000 - GBP 35,000; Full time

Job summary

A financial services firm in Exeter is looking for an Administrative Assistant to support Investment Managers. You will manage client records, process payments, and handle communications with clients and managers. The ideal candidate possesses strong communication skills, attention to detail, and is adaptable. This role offers competitive salary and benefits, and arrangements for hybrid work after training completion.

Benefits

Private medical insurance

Paid birthday leave

Opportunities to learn and progress

Qualifications

• Experience in a financial services admin role is preferable.
• Must have excellent communication skills and a willingness to learn.
• Confident with technology and system savvy.

Responsibilities

• Provide admin support to Investment Managers.
• Set up and process payments, and maintain client records.
• Handle calls and emails from clients and transition them promptly.

Skills

Communication skills

Attention to detail

Adaptability

IT literacy

Teamwork

Education

5 GCSEs at Grade 4/C or above including Maths and English

Tools

Microsoft Excel

Job description

A financial services firm in Exeter is looking for an Administrative Assistant to support Investment Managers. You will manage client records, process payments, and handle communications with clients and managers. The ideal candidate possesses strong communication skills, attention to detail, and is adaptable. This role offers competitive salary and benefits, and arrangements for hybrid work after training completion.