Administration Assistant - Investment Team

Argentis Financial Planning Limited; Exeter; Hybrid; GBP 25,000 - GBP 35,000; Full time

Job summary

A financial services firm in Exeter is looking for an Administrative Assistant to support Investment Managers. You will manage client records, process payments, and handle communications with clients and managers. The ideal candidate possesses strong communication skills, attention to detail, and is adaptable. This role offers competitive salary and benefits, and arrangements for hybrid work after training completion.

Benefits

Private medical insurance

Paid birthday leave

Opportunities to learn and progress

Qualifications

• Experience in a financial services admin role is preferable.
• Must have excellent communication skills and a willingness to learn.
• Confident with technology and system savvy.

Responsibilities

• Provide admin support to Investment Managers.
• Set up and process payments, and maintain client records.
• Handle calls and emails from clients and transition them promptly.

Skills

Communication skills

Attention to detail

Adaptability

IT literacy

Teamwork

Education

5 GCSEs at Grade 4/C or above including Maths and English

Tools

Microsoft Excel

Job description

Are you confident with technology, happy to help people and want to be part of a friendly team?

Due to an internal promotion, our friendly team need some extra help. Could this be you?

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 would be great, though we are happy to offer lots of training to build on your existing office experience.
• 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? What do we do?

We are part of Argentis Group Ltd which comprises of a number of different businesses with one mission at our core: giving our clients confidence in their finances. Hurst Point Group 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. 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.

Experience

Admin experience within a professional environment, confident IT and Excel skills, along with meticulous attention to detail