Senior Investment Administrator - Hybrid in Exeter
Senior Investment Administrator - Hybrid

Senior Investment Administrator - Hybrid in Exeter

Exeter Full-Time 30000 - 40000 £ / year (est.) No home office possible
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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; commitment to staff wellbeing.
  • 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. 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. 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.

Senior Investment Administrator - Hybrid in Exeter employer: Argentis Group Limited

Hawksmoor Investment Management is an excellent employer, offering a supportive and friendly work environment in the heart of Exeter. With a commitment to employee well-being, competitive salaries, 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 personal and professional development while delivering exceptional service to our clients.
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Contact Detail:

Argentis Group 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, and be ready to discuss how your experience aligns with the role. Confidence is key, so practice makes perfect!

✨Tip Number 3

Show off your tech skills! Since being IT savvy is a must for this role, be prepared to discuss your experience with relevant software and systems. Maybe even bring examples of how you've used technology to improve processes 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 seen by the right people. 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 Exeter

Attention to Detail
Communication Skills
IT and System Savvy
Financial Services Administration
Client Relationship Management
Time Management
Adaptability
Mentoring Skills
Problem-Solving Skills
Team Collaboration
Customer Service Orientation
Willingness to Learn

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 Personal Cover Letter: Your cover letter is your chance to shine! Share why you're excited about this role and how your 'can do' attitude aligns with our company culture. Let us know how you can contribute to our growing team.

Show Off Your Attention to Detail: In your application, demonstrate your attention to detail. Whether it’s through your formatting or the way you present your experiences, we want to see that you can keep things organised and accurate, just like we do in our daily work.

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’re considered for the role. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Argentis Group 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 and maintaining client records.

✨Show Off Your Tech Skills

Since the role requires being IT and system savvy, prepare to talk about the software and tools you've used in previous roles. If you can, bring examples of how you've used technology to improve processes or solve problems.

✨Demonstrate Your Communication Skills

You'll be dealing with clients and Investment Managers, so practice articulating your thoughts clearly. Think of scenarios where you've had to communicate complex information simply and effectively, and be ready to share those during the interview.

✨Emphasise Your Team Spirit

This role is all about working within a small team, so highlight your ability to collaborate and support others. Share experiences where you've helped teammates or contributed to a positive team environment, showing that you're adaptable and friendly.

Senior Investment Administrator - Hybrid in Exeter
Argentis Group Limited
Location: Exeter

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