Do you like working with data, solving problems, and ensuring that every figure adds up?
If you have experience of using CRM systems, enjoy Excel and dont fear a formula, then this could be the perfect next step in your finance career.
Where do you fit in?
Working as part of a friendly team, youll collaborate with colleagues across finance, admin, and financial advice, contributing to accurate reporting and valuable business insight.
Youll get involved with:
- Revenue processing and reconciliation upload and reconcile income and commission, maintain records of unallocated receipts, follow up with providers, and resolve queries
- Financial systems and reporting support the development and maintenance of controls and processes, assist with monthly reporting, and prepare data for migration, comparison, and analysis
- Data analysis and collaboration youll manipulate data using advanced Excel functions, provide analysis for projects, and work with operational teams to answer revenue-related queries
Whats in it for you?
- A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
- A busy, varied role within an expanding business
- Professional growth within a positive, customer focused environment. Youll be part of a team that prioritises excellent client outcomes
What do you need to succeed:
- Strong Excel and IT skills, excellent attention to detail and accuracy, and the confidence to ask questions
- Effective communications skills with strong organisational and problem-solving abilities. An understanding of financial planning terminology would be useful
- Professional, reliable, and able to work well both independently and in a team
We work 35 hours per week, Monday to Friday. Youll be based from our Waterlooville office with hybrid working available after successful completion of your initial training period.
Who are Argentis Group Limited? What do we do?
This position is with Argentis Group Limited - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.
