At a Glance
- Tasks: Support Investment Managers with admin tasks, payments, and client records.
- Company: Join Hawksmoor Investment Management, part of Argentis Group, a friendly and growing team.
- Benefits: Competitive salary, private medical insurance, paid birthday leave, and hybrid working options.
- Other info: Minimum 5 GCSEs at Grade 4/C or above, including Maths and English.
- Why this job: Be part of a dynamic team, learn, and progress in the financial services sector.
- Qualifications: Must have financial services admin experience and strong communication skills.
The predicted salary is between 30000 - 40000 ÂŁ 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 you fit
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 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 central Exeter 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 Exeter employer: Argentis Financial Planning Limited
Contact Detail:
Argentis Financial Planning Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Administrator - Hybrid in Exeter
✨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 by brushing up on your knowledge of investment administration. Familiarise yourself with common industry terms and practices, so you can confidently discuss how your experience aligns with the role. We want you to shine!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, shoot a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds. Plus, it’s just good manners!
✨Tip Number 4
Apply through our website! We’ve got a streamlined process that makes it easy for you to submit your application. Plus, it shows us you’re genuinely interested in joining our friendly team at Hawksmoor Investment Management.
We think you need these skills to ace Senior Investment Administrator - Hybrid in Exeter
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 tech-savvy skills you have. We want to see how you fit into our friendly team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your attention to detail and 'can do' attitude. Let us know why you're excited about joining our growing company and how you can contribute to our success.
Show Off Your Communication Skills: Since you'll be dealing with clients and Investment Managers, it's crucial to demonstrate your excellent communication skills. In your application, mention any relevant experiences where you've successfully communicated or resolved issues.
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. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Argentis Financial Planning Limited
✨Know Your Stuff
Before the interview, make sure you brush up on your financial services knowledge. Understand the role of an Investment Administrator and be ready to discuss how your experience aligns with the responsibilities outlined in the job description.
✨Show Off Your Tech Skills
Since the role requires being IT and system savvy, prepare to talk about the technology you've used in previous roles. Bring examples of how you've leveraged tech to improve processes or solve problems, as this will demonstrate your capability to adapt and thrive in a tech-driven environment.
✨Be Personable and Engaging
This position involves a lot of communication with clients and team members. Practice your interpersonal skills by engaging in mock interviews or conversations. Show that you're friendly, approachable, and ready to help others, which is key to fitting into their friendly team culture.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask during the interview. This shows your interest in the company and the role. You might ask about the team dynamics, opportunities for professional development, or how they measure success in the position. It’s a great way to demonstrate your enthusiasm and proactive attitude.