At a Glance
- Tasks: Support Investment Managers with admin tasks, payments, and client records.
- Company: Join a friendly and growing team at Hawksmoor Investment Management.
- Benefits: Competitive salary, private medical insurance, and paid birthday leave.
- Other info: Hybrid working available after training; excellent career progression opportunities.
- Why this job: Be part of a dynamic team and make a real impact in financial services.
- Qualifications: Must have financial services admin experience and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Are you an experienced Investment Administrator looking to move to a more senior role? Are you confident with technology, happy to help people and want to be part of a friendly team? If you have amazing attention to detail, are keen to learn, with a “can do” attitude, and would like to join a growing company, then we’d love to hear from you.
Where do you fit in? You’ll be part of a small team who provide admin support to our Investment Managers. You’ll help to set up and process payments and create and maintain client records. You’ll deal with calls and emails from clients and Investment Managers and ensure that they all get dealt with promptly. With the confidence to speak up and ask questions, you’ll ensure that everyone is kept up to date and has all the information they need. You’ll be IT and system savvy, and aware of deadlines and the need to prioritise. Working with your team, you’ll deliver a first‑class service, helping to ensure the smooth running of our business.
What’s in it for you:
- A competitive salary + benefits, including private medical insurance & paid birthday leave
- A busy and varied role with opportunities to learn and progress
- You’ll be joining a friendly, growing team in an expanding business
What do you need to be successful?
- Financial Services admin experience is a must please.
- Experience of mentoring others would be a bonus, but not essential.
- You’ll be adaptable, friendly, and helpful, with excellent communication skills and a willingness to learn.
- With a minimum of 5 GCSEs at Grade 4/C or above including Maths and English, you’ll be positive, good with people, and technology & system savvy.
We work 37.5 hours per week, Monday to Friday. This role will be based from our office in Bath with hybrid working available after successful completion of your training period.
Who are Hawksmoor Investment Management? We are part of Argentis Group Ltd - an Independent Financial Advice firm, authorised by the Financial Conduct Authority. Argentis Group comprises of a number of different businesses with one mission at our core: giving our clients confidence in their finances. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future. 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.
Senior Investment Administrator - Hybrid in Bath employer: Argentis Financial Planning Limited
Hawksmoor Investment Management is an excellent employer, offering a supportive and friendly work environment in the picturesque city of Bath. With a commitment to employee well-being, competitive salaries, and opportunities for professional growth, you will be part of a dynamic team dedicated to delivering exceptional service in the financial sector. The hybrid working model allows for flexibility, ensuring a healthy work-life balance while you contribute to our mission of instilling confidence in our clients' finances.
Contact Details:
Argentis Financial Planning Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Investment Administrator - Hybrid in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for a Senior Investment Administrator role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research common questions for investment admin roles and practice your answers. Make sure to highlight your attention to detail and IT skills, as these are key for the position. We want you to shine!
✨Tip Number 3
Show off your tech-savviness! Be ready to discuss any software or systems you've used in previous roles. If you can demonstrate your ability to adapt to new technologies, you'll definitely stand out to potential employers.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining our friendly team. Plus, it shows you're genuinely interested in being part of our growing company. Don't miss out!
We think you need these skills to ace Senior Investment Administrator - Hybrid in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your financial services admin experience and any relevant IT skills to show us you’re the perfect fit for the Senior Investment Administrator role.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you want to join our friendly team. Share specific examples of how your attention to detail and 'can do' attitude have helped you succeed in previous roles. We love hearing your story!
Show Off Your Communication Skills:Since you'll be dealing with clients and Investment Managers, it’s important to demonstrate your excellent communication skills. In your application, mention any experiences where you’ve effectively communicated or resolved issues to keep everyone informed.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the hiring process. We can’t wait to hear from you!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Stuff
Before the interview, brush up on your financial services admin experience. Be ready to discuss specific examples of how you've handled tasks similar to those mentioned in the job description, like processing payments or maintaining client records.
✨Show Off Your Tech Skills
Since the role requires being IT and system savvy, make sure you can talk confidently about the software and tools you've used in previous roles. If you have experience with Excel, be prepared to share how you've used it to streamline processes or manage data.
✨Be a Team Player
This position is all about teamwork, so highlight your ability to work well with others. Share examples of how you've collaborated with colleagues or supported team members in the past, especially in high-pressure situations.
✨Ask Questions
Don’t hesitate to ask questions during the interview. This shows your interest in the role and helps you understand the company culture better. You might want to ask about the team dynamics or how they handle client communications.
