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Keen to continue your career in a friendly, award-winning financial services firm?
If you are a detail-oriented, client-focused administrator who enjoys Excel, likes learning, and has a love of letter writing, then this could be the perfect role for you.
Where do you fit in?
Working with both our Paraplanning and Client Support teams, youll gain insight into different aspects of financial services. Alongside admin duties answering calls and emails, handling post, and keeping records up to date
youll track cases from start to finish, liaise with providers, and occasionally speak with clients. Youll support the paraplanning team, by carrying out regulatory checks, and keeping colleagues informed throughout each client journey.
Youll draft letters, scan documents, and proofread meeting notes. Confident with Excel, youll put both your literacy and numeracy skills to good use. Youll navigate third-party IT platforms with ease. Time-sensitive work means youll be aware of deadlines, prioritising effectively to ensure that nothing is missed.
In this varied role, your accuracy, organisation, and attention to detail will help us to deliver a first-class service to clients, supporting the success of your team and our business.
Whats in it for you?
* A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
* A caring employer who values staff and supports several charities and causes
* A varied role with exposure to investment decisions and the chance to learn from a highly experienced team
What Youll Need To Succeed
* Previous admin experience gained within a professional office environment, strong communication skills, and excellent attention to detail. Financial services experience would be beneficial, but training will be provided
* Ability to meet deadlines, organising and prioritising workload effectively
* Adaptability, a friendly approach, and the ability to pick up IT systems quickly.
We work Monday to Friday from 9am to 5.30pm. Following your training period, hybrid working will be available.
Due to our rural location (RH16 4RR), youll need your own transport.
Who are Metis Wealth? What do we do?
This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited.
Our approach is based on the belief that everyone is unique therefore our service must be, too. We dont do one-size-fits-all, but instead inspire success from truly tailored financial solutions
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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Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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