Senior Investment Administrator - Hybrid in Salisbury

Senior Investment Administrator - Hybrid in Salisbury

Salisbury Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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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 that provides 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.
  • Investment Admin experience within a professional environment, confident IT and Excel skills, and meticulous attention to detail.

We work 37.5 hours per week, Monday to Friday. This role will be based from our office in central Salisbury 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 Salisbury employer: Argentis Financial Planning Limited

Hawksmoor Investment Management is an excellent employer, offering a supportive and friendly work environment in the heart of Salisbury. With a commitment to employee well-being, competitive benefits including private medical insurance and paid birthday leave, and opportunities for professional growth, we foster a culture where your contributions are valued and your career can flourish. Join our dynamic team and be part of a company that prioritises both client satisfaction and employee development.

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Contact Details:

Argentis Financial Planning Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Investment Administrator - Hybrid in Salisbury

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

Show off your tech skills! Be ready to demonstrate your proficiency with IT systems and Excel during interviews. Bring examples of how you've used technology to improve processes or solve problems in your previous roles.

Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows 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 Salisbury

Attention to Detail
Financial Services Administration
Client Communication
IT and System Savvy
Excel Skills
Adaptability
Team Collaboration

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 right 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, making it clear that you’re eager to learn and grow with us.

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 experiences where you've effectively communicated complex information or resolved issues promptly.

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. Plus, we love seeing candidates who take the initiative!

How to prepare for a job interview at Argentis Financial Planning Limited

Know Your Stuff

Make sure you 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, be prepared to talk about your experience with technology and software, especially Excel. Maybe even mention a time when you used tech to improve a process or solve a problem.

Be Personable

This position is all about communication, so practice your friendly and helpful approach. Think of examples where you've successfully dealt with clients or colleagues, showcasing your excellent communication skills and 'can do' attitude.

Ask Questions

Don’t hesitate to ask questions during the interview. It shows you're engaged and eager to learn. Prepare a few thoughtful questions about the team dynamics or the company culture to demonstrate your interest in being part of their friendly team.