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Join our Team

With more than 80 employees working across five offices, working at Hawksmoor offers you the opportunity to join a friendly team and to work in a forward-thinking environment.

Our people are the key to Hawksmoor’s success, and we actively seek feedback and engagement in order to develop our organisation. Our open-door policy, short reporting lines, together with our employee survey and confidential suggestion box, means that when you join Hawksmoor, your voice will be heard.

But we know life’s not all about work. Ensuring the work-life balance of our team is one of our key commitments, and in addition, we offer a competitive rewards benefits package.

We also want to contribute to the communities in which we operate, so we have a Volunteering Policy which enables you to take a day’s paid leave to support a charity of your choice.

We are committed to equality of opportunity for all, supporting and encouraging under-represented groups and those looking to return to work from a career break. We care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

We are proud to be part of the PIMFA ‘Make It’ campaign, encouraging a new wave of diverse talent to join the industry and ‘make it’ their own. Find out more about the campaign, and watch the campaign videos here.

If Hawksmoor seems like the right fit for you, please see our current opportunities below.

Fund and Investment Assistant - Hybrid

Location: Exeter, UK

Company: HIM

Department: Investment Management

Job reference: HMFIA-Ex Jul

To provide a pro-active, efficient and effective support service and administrative assistance to the Fund and Model Portfolio Managers

Read more

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

Looking for a varied investment / fund management support role that will keep you busy and challenged?

Due to an internal promotion, we are looking for some additional help for our friendly team. If you’re a natural with numbers, IT, and system savvy, and surprisingly good with spreadsheets, then this could be the perfect role for you…

Where do you fit in?

You’ll be providing support for our Fund Managers, covering a wide range of work, including monitoring cash balances and dealing on Funds and Model Portfolios when instructed by Fund Managers. You’ll work on various daily, weekly, monthly, and quarterly tasks, creating reports and obtaining information from spreadsheets and different software systems. Confident with Excel, you won’t fear a formula, and will be used to looking up data.

You’ll be checking and updating valuations and prices, dealing and cash transaction records and liaising with clients and third parties with information requests. ​You’ll provide some sales, marketing and general administration support, as well as having the chance to work with other teams across our business.

You’ll play a vital part in our business, ensuring that our Fund Managers have everything that they need to provide a great service to our clients.

What’s in it for you?

  • A competitive salary and great benefits, including private medical care, paid birthday leave and opportunities to volunteer for charity
  • The opportunity to learn and grow your career with a friendly, expanding, award winning business
  • You'll be based from our Exeter office, working with a small, friendly team

What do you need to be successful?

  • Admin experience within a professional company, and confidence with IT are a must (If you’ve worked within an FCA regulated company that would be great, but if not we’re happy to train you)
  • Friendly and helpful, you’ll have excellent communication and people skills, a high degree of literacy and numeracy, along with meticulous attention to detail
  • The drive to make an impact in a growing organisation. You’ll use your initiative but also won’t be afraid to ask questions. Your contribution will ensure the success of both your team and our business

We work 8.30am – 5pm, Monday to Friday. Following successful completion of your training period, hybrid working is available.

To discover more about a career with us and to view the full job description, please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

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.

No agencies please

Apply now

Data Demand and Product Owner - Financial Services

Location: London, UK

Company: AGL

Department: Finance

Job reference: AGLDD&PO-Lon

To drive forward the business’s nascent data strategy. Responsible for the successful delivery of data products, ensuring they realise value and align with business objectives. To act as a bridge between technical teams and business stakeholders, translating data insights into actionable strategies and driving the development and evolution of data products and where relevant capturing required changes to improve business process.

Read more

Experience: Proven experience in data management, data strategy, or business analysis roles. Familiarity with financial services or regulated environments is advantageous

Can you help deliver our data strategy and drive measurable business value?

In this newly created role, you’ll connect stakeholders with data teams, ensuring data products are aligned with priorities, well-governed, and fully embedded across our growing group.

Where Do You Fit In?

Working closely with the Data Strategy Committee, you’ll shape product roadmaps, lead delivery, and support a culture of data-driven decision-making.

What You’ll Do:

  • Own and deliver data products – lead on strategy, development, and continuous improvement, ensuring delivery against business goals
  • Bridge business and data teams – translate needs into actionable work, prioritise features, and maintain a clear, value-driven product backlog
  • Champion data governance and adoption – track performance, ensure quality, and support compliance with internal and regulatory standards

What’s in it for you?

  • A competitive salary, plus benefits, including private medical insurance
  • A chance to shape a growing company with real opportunities to make a difference
  • Engaging work where you’ll apply your expertise and put your ideas into action

What Do You Need to Succeed?

  • A related degree – or equivalent experience, and demonstrable experience in data strategy, management, or business analysis
  • Knowledge of regulated environments (ideally financial services), and a track record of delivering complex data products or capabilities
  • The ability to think analytically and commercially, communicate clearly with both technical and non-technical audiences, and work effectively across cross-functional teams

A strong understanding of data applications and visualisation platforms (e.g. Power BI, Tableau) is beneficial.

Based in London with hybrid working available. Travel to other group locations may be required according to the needs of the business.

Who are Hurst Point Group? What do we do?

Hurst Point Group is a UK wealth management group backed by Carlyle Group, the global investment firm, with one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, principally under the Hawksmoor and Argentis brands. We have completed several acquisitions to date and will continue to develop and expand our business. We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

Apply now

Compliance Manager - Wealth Management

Location: Bath, UK

Company: HIM

Department: Compliance

Job reference: HM-ComMan S/W - July 25

Management of compliance team. Deputising for the Head of Compliance & Risk in meetings, committees and forums when needed. To support with the delivery of the key responsibilities of the Compliance & Risk team which includes the full provision of the regulatory advice to the business

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation. Strong people management skills

Role can be based in London, Exeter, Bath, Taunton or Salisbury with Hybrid Working Available

Are you a seasoned compliance and risk professional with a strong grasp of regulatory frameworks and an eye for detail?

If you thrive in a collaborative environment where high standards matter, this opportunity could be a great career move for you.

Where do you fit in?

You’ll play a central role in shaping and maintaining our regulatory standards. Working closely with the Head of Compliance and Risk, you’ll provide expert guidance, lead key elements of our compliance programme, and support

both the business and your team in navigating a complex regulatory landscape.

In this senior role, you’ll:

  • Lead and develop a small compliance team, offering mentoring and guidance
  • Oversee risk assessments and maintain our Enterprise Risk Management framework
  • Provide regulatory advice across the business, helping to ensure effective implementation of policies aligned with Consumer Duty
  • Represent the function in committees and act as deputy to the HOCR where required
  • Deliver management information to leadership, informing governance and strategy
  • Support and oversee responses to regulatory change, complaints handling, and continuous monitoring

You’ll be trusted to contribute strategically while staying close to day-to-day operational needs. You’ll work with stakeholders from across the business and play a key role in delivering excellent outcomes for our clients.

What’s in it for you?

  • A competitive salary, plus benefits including Private Medical Insurance and opportunities to volunteer for charity
  • The chance to make an impact in a growing company that is small enough for you to make a difference
  • Challenging and interesting work where you can showcase your skills, and implement your ideas

What do you need to succeed?

  • Substantial experience in compliance, risk, and governance within regulated financial services
  • Strong knowledge of FCA rules including COBS, DISP and COLL, with clear, confident communication and leadership skills
  • A proactive, analytical approach and a commitment to fair client outcomes

You should be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, Salisbury or London.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/​

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.​

No Agencies Please

Apply now

Compliance Manager - Wealth Management

Location: London, UK

Company: HIM

Department: Compliance

Job reference: HM-ComMan Lon - July 25

Management of compliance team. Deputising for the Head of Compliance & Risk in meetings, committees and forums when needed. To support with the delivery of the key responsibilities of the Compliance & Risk team which includes the full provision of the regulatory advice to the business

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation. Strong people management skills

Role can be based in London, Exeter, Bath, Taunton or Salisbury with Hybrid Working Available

Are you a seasoned compliance and risk professional with a strong grasp of regulatory frameworks and an eye for detail?

If you thrive in a collaborative environment where high standards matter, this opportunity could be a great career move for you.

Where do you fit in?

You’ll play a central role in shaping and maintaining our regulatory standards. Working closely with the Head of Compliance and Risk, you’ll provide expert guidance, lead key elements of our compliance programme, and support

both the business and your team in navigating a complex regulatory landscape.

In this senior role, you’ll:

  • Lead and develop a small compliance team, offering mentoring and guidance
  • Oversee risk assessments and maintain our Enterprise Risk Management framework
  • Provide regulatory advice across the business, helping to ensure effective implementation of policies aligned with Consumer Duty
  • Represent the function in committees and act as deputy to the HOCR where required
  • Deliver management information to leadership, informing governance and strategy
  • Support and oversee responses to regulatory change, complaints handling, and continuous monitoring

You’ll be trusted to contribute strategically while staying close to day-to-day operational needs. You’ll work with stakeholders from across the business and play a key role in delivering excellent outcomes for our clients.

What’s in it for you?

  • A competitive salary, plus benefits including Private Medical Insurance and opportunities to volunteer for charity
  • The chance to make an impact in a growing company that is small enough for you to make a difference
  • Challenging and interesting work where you can showcase your skills, and implement your ideas

What do you need to succeed?

  • Substantial experience in compliance, risk, and governance within regulated financial services
  • Strong knowledge of FCA rules including COBS, DISP and COLL, with clear, confident communication and leadership skills
  • A proactive, analytical approach and a commitment to fair client outcomes

You should be based within an easily commutable distance of one of our offices in London, Exeter, Bath, Taunton, or Salisbury.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/​

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.​

No Agencies Please

Apply now

Compliance Officer - Wealth Management

Location: Exeter, UK

Company: HIM

Department: Compliance

Job reference: HM- COMOFF S/W - July 25

To supporting the Head of Compliance & Risk in the delivery of the key responsibilities of the Compliance & Risk team, including assisting with the full provision of the regulatory advice to the business, reviewing & evaluating compliance issues & maintaining documented and effective systems, policies, processes and controls for compliance.

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation.

​Role can be based in Exeter, Bath, Taunton, Salisbury or London with Hybrid Working Available

Looking for a compliance role where you can genuinely make an impact?

If you’re ready to apply your technical, product knowledge and compliance expertise in a role that combines challenge, responsibility and support, then we’d love to hear from you.

Where do you fit in?

Working within our second line of defence team you'll be a key part of delivering effective oversight and actionable insights across a range of regulatory areas.

Working closely with our Head of Compliance and Risk, you’ll help shape and execute our annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and provide meaningful reporting that supports great client outcomes.

Your role will involve:

  • Testing controls and carrying out in-depth monitoring reviews
  • Collaborating with IT to build exception reports
  • Focusing on key regulatory areas including Best Execution and Market Abuse
  • Supporting Consumer Duty integration across our monitoring activities
  • Producing clear, well-structured reports for senior leaders and governance bodies

You’ll be part of a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability and collaboration.

If you’re naturally curious, analytical, and focused on high standards, this could be the next step in your compliance career.

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy, varied role within a small knowledgeable team in an expanding business
  • Professional growth within a positive, customer focused environment. You’ll be part of a team that prioritises excellent client outcomes

What do you need to succeed?

  • Compliance experience within investment or wealth management is essential, please
  • Strong working knowledge of the FCA Handbook (COBS, DISP, COLL)
  • Ability to interpret regulatory requirements and turn them into actionable insights. Clear, concise communication skills and a collaborative approach

You should be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, Salisbury or London.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

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.

No Agencies Please

Apply now

Compliance Officer - Wealth Management

Location: London, UK

Company: HIM

Department: Compliance

Job reference: HM- COMOFF Lon - July 25

To supporting the Head of Compliance & Risk in the delivery of the key responsibilities of the Compliance & Risk team, including assisting with the full provision of the regulatory advice to the business, reviewing & evaluating compliance issues & maintaining documented and effective systems, policies, processes and controls for compliance.

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation.

​Role can be based in London, Exeter, Bath, Taunton, or Salisbury with Hybrid Working Available

Looking for a compliance role where you can genuinely make an impact?

If you’re ready to apply your technical, product knowledge and compliance expertise in a role that combines challenge, responsibility and support, then we’d love to hear from you.

Where do you fit in?

Working within our second line of defence team you'll be a key part of delivering effective oversight and actionable insights across a range of regulatory areas.

Working closely with our Head of Compliance and Risk, you’ll help shape and execute our annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and provide meaningful reporting that supports great client outcomes.

Your role will involve:

  • Testing controls and carrying out in-depth monitoring reviews
  • Collaborating with IT to build exception reports
  • Focusing on key regulatory areas including Best Execution and Market Abuse
  • Supporting Consumer Duty integration across our monitoring activities
  • Producing clear, well-structured reports for senior leaders and governance bodies

You’ll be part of a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability and collaboration.

If you’re naturally curious, analytical, and focused on high standards, this could be the next step in your compliance career.

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy, varied role within a small knowledgeable team in an expanding business
  • Professional growth within a positive, customer focused environment. You’ll be part of a team that prioritises excellent client outcomes

What do you need to succeed?

  • Compliance experience within investment or wealth management is essential, please
  • Strong working knowledge of the FCA Handbook (COBS, DISP, COLL)
  • Ability to interpret regulatory requirements and turn them into actionable insights. Clear, concise communication skills and a collaborative approach

You should be based within an easily commutable distance of one of our offices in London, Exeter, Bath, Taunton, or Salisbury.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

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.

No Agencies Please

Apply now

Compliance Manager - Wealth Management

Location: Exeter, UK

Company: HIM

Department: Compliance

Job reference: HMCOMA - Ex July 25

Management of compliance team. Deputising for the Head of Compliance & Risk in meetings, committees and forums when needed. To support with the delivery of the key responsibilities of the Compliance & Risk team which includes the full provision of the regulatory advice to the business

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation. Strong people management skills

Role can be based in London, Exeter, Bath, Taunton or Salisbury with Hybrid Working Available

Are you a seasoned compliance and risk professional with a strong grasp of regulatory frameworks and an eye for detail?

If you thrive in a collaborative environment where high standards matter, this opportunity could be a great career move for you.

Where do you fit in?

You’ll play a central role in shaping and maintaining our regulatory standards. Working closely with the Head of Compliance and Risk, you’ll provide expert guidance, lead key elements of our compliance programme, and support

both the business and your team in navigating a complex regulatory landscape.

In this senior role, you’ll:

  • Lead and develop a small compliance team, offering mentoring and guidance
  • Oversee risk assessments and maintain our Enterprise Risk Management framework
  • Provide regulatory advice across the business, helping to ensure effective implementation of policies aligned with Consumer Duty
  • Represent the function in committees and act as deputy to the HOCR where required
  • Deliver management information to leadership, informing governance and strategy
  • Support and oversee responses to regulatory change, complaints handling, and continuous monitoring

You’ll be trusted to contribute strategically while staying close to day-to-day operational needs. You’ll work with stakeholders from across the business and play a key role in delivering excellent outcomes for our clients.

What’s in it for you?

  • A competitive salary, plus benefits including Private Medical Insurance and opportunities to volunteer for charity
  • The chance to make an impact in a growing company that is small enough for you to make a difference
  • Challenging and interesting work where you can showcase your skills, and implement your ideas

What do you need to succeed?

  • Substantial experience in compliance, risk, and governance within regulated financial services
  • Strong knowledge of FCA rules including COBS, DISP and COLL, with clear, confident communication and leadership skills
  • A proactive, analytical approach and a commitment to fair client outcomes

You should be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, Salisbury or London.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/​

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.​

No Agencies Please

Apply now

Compliance Officer - Wealth Management

Location: Bath, UK

Company: HIM

Department: Compliance

Job reference: HMCO-Bath-July 25

To supporting the Head of Compliance & Risk in the delivery of the key responsibilities of the Compliance & Risk team, including assisting with the full provision of the regulatory advice to the business, reviewing & evaluating compliance issues & maintaining documented and effective systems, policies, processes and controls for compliance.

Read more

Experience: Good knowledge of the FCA Handbook, including COBS, DISP and COLL. Extensive relevant experience of working within a Compliance role in a financial services organisation.

​Role can be based in Exeter, Bath, Taunton, Salisbury or London with Hybrid Working Available

Looking for a compliance role where you can genuinely make an impact?

If you’re ready to apply your technical, product knowledge and compliance expertise in a role that combines challenge, responsibility and support, then we’d love to hear from you.

Where do you fit in?

Working within our second line of defence team you'll be a key part of delivering effective oversight and actionable insights across a range of regulatory areas.

Working closely with our Head of Compliance and Risk, you’ll help shape and execute our annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and provide meaningful reporting that supports great client outcomes.

Your role will involve:

  • Testing controls and carrying out in-depth monitoring reviews
  • Collaborating with IT to build exception reports
  • Focusing on key regulatory areas including Best Execution and Market Abuse
  • Supporting Consumer Duty integration across our monitoring activities
  • Producing clear, well-structured reports for senior leaders and governance bodies

You’ll be part of a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability and collaboration.

If you’re naturally curious, analytical, and focused on high standards, this could be the next step in your compliance career.

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy, varied role within a small knowledgeable team in an expanding business
  • Professional growth within a positive, customer focused environment. You’ll be part of a team that prioritises excellent client outcomes

What do you need to succeed?

  • Compliance experience within investment or wealth management is essential, please
  • Strong working knowledge of the FCA Handbook (COBS, DISP, COLL)
  • Ability to interpret regulatory requirements and turn them into actionable insights. Clear, concise communication skills and a collaborative approach

You should be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, Salisbury or London.

We work 37.5 hours per week, Monday to Friday, with hybrid working available after successful completion of your initial training period. You’ll work 2–3 days per week in one of our offices, with the rest from home.

To discover more about a career with us please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

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.

No Agencies Please

Apply now

Operational Finance Assistant

Location: Waterlooville, UK

Company: AGL

Department: Finance

Job reference: AGLOFA- WV - August

Responsible for processing crucial data in our back-office systems. Communication with internal and external contacts, as well as preparation and analysis of data on a project by project basis.

Read more

Experience: Finance administration experience. Excellent IT skills, particularly Excel. Great communication, time management skills with strong attention to detail.

Do you like working with data, solving problems, and ensuring that every figure adds up?

If you have experience of using CRM systems, enjoy Excel and don’t fear a formula, then this could be the perfect next step in your finance career.

Where do you fit in?

Working as part of a friendly team, you’ll collaborate with colleagues across finance, admin, and financial advice, contributing to accurate reporting and valuable business insight.

You’ll get involved with:

  • Revenue processing and reconciliation – upload and reconcile income and commission, maintain records of unallocated receipts, follow up with providers, and resolve queries
  • Financial systems and reporting – support the development and maintenance of controls and processes, assist with monthly reporting, and prepare data for migration, comparison, and analysis
  • Data analysis and collaboration – you’ll manipulate data using advanced Excel functions, provide analysis for projects, and work with operational teams to answer revenue-related queries

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy, varied role within an expanding business
  • Professional growth within a positive, customer focused environment. You’ll be part of a team that prioritises excellent client outcomes

What do you need to succeed:

  • Strong Excel and IT skills, excellent attention to detail and accuracy, and the confidence to ask questions
  • Effective communications skills with strong organisational and problem-solving abilities. An understanding of financial planning terminology would be useful
  • Professional, reliable, and able to work well both independently and in a team

We work 35 hours per week, Monday to Friday. You’ll be based from our Waterlooville office with hybrid working available after successful completion of your initial training period.

Who are Argentis Group Limited? ​What do we do?

This position is with Argentis Group Limited - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Hurst Point Group. We have one mission at our core: giving our clients confidence in their finances. We 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.

Apply now

Financial Services Administrator - Wealth Management

Location: Haywards Heath, United Kingdom

Company: MET

Department: Administration

Job reference: METFSA-Aug 25

To provide admin support to Financial Planners, Paraplanners and to assist the Client Support Team with day-to-day client management.

Read more

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

Keen to continue your career in a friendly, award-winning financial services firm?

If you are a detail-oriented, client-focused administrator who enjoys Excel, likes learning, and has a love of letter writing, then this could be the perfect role for you.

Where do you fit in?

Working with both our Paraplanning and Client Support teams, you’ll gain insight into different aspects of financial services. Alongside admin duties – answering calls and emails, handling post, and keeping records up to date –

you’ll track cases from start to finish, liaise with providers, and occasionally speak with clients. You’ll support the paraplanning team, by carrying out regulatory checks, and keeping colleagues informed throughout each client journey.

You’ll draft letters, scan documents, and proofread meeting notes. Confident with Excel, you’ll put both your literacy and numeracy skills to good use. You’ll navigate third-party IT platforms with ease. Time-sensitive work means you’ll be aware of deadlines, prioritising effectively to ensure that nothing is missed.

In this varied role, your accuracy, organisation, and attention to detail will help us to deliver a first-class service to clients, supporting the success of your team and our business.

What’s in it for you?

  • A competitive salary and benefits, including private medical insurance, paid birthday leave, and a discounts platform
  • A caring employer who values staff and supports several charities and causes
  • A varied role with exposure to investment decisions and the chance to learn from a highly experienced team

What you’ll need to succeed

  • Previous admin experience gained within a professional office environment, strong communication skills, and excellent attention to detail. Financial services experience would be beneficial, but training will be provided
  • Ability to meet deadlines, organising and prioritising workload effectively
  • Adaptability, a friendly approach, and the ability to pick up IT systems quickly.

We work Monday to Friday from 9am to 5.30pm. Following your training period, hybrid working will be available.

Due to our rural location (RH16 4RR), you’ll need your own transport.

Who are Metis Wealth? What do we do?


This position is with Metis Wealth - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Limited.

Our approach is based on the belief that everyone is unique – therefore our service must be, too. We don’t do one-size-fits-all, but instead inspire success from truly tailored financial solutions

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.

Apply now

Desk Assistant - Investment Management - Hybrid

Location: Exeter, United Kingdom

Company: HIM

Department: Administration

Job reference: HMDAEx - Aug 25

To undertake administration, office and operational duties for the Investment Management Team in the Exeter office.

Read more

Looking for varied office work in a friendly environment?

Could you be the professional, reliable, and organised person we need to support our teams?

If you want to showcase your admin skills, have the confidence to take ownership of your work and are willing to learn, then we’d love to hear from you.

Where do you fit in?

You’ll be at the heart of our Investment Management Team, making sure everything runs smoothly for both clients and colleagues. Day-to-day, your work will include setting up new client files, preparing letters and forms, sending reports, updating systems, and helping with calculations and documents. You’ll arrange meetings, manage filing, process payments, and assist with team projects.

You’ll also play a key role in supporting the wider office. This could involve handling post, answering calls, greeting visitors, managing diaries, booking travel, ordering supplies, arranging couriers, and preparing presentation materials.

You’ll help the team continue to deliver excellent service to our clients.

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy, varied role within an expanding business
  • Opportunities to learn within a positive, customer focused environment

What do you need to succeed?

  • Professional Office experience, accuracy, and good attention to detail
  • GCSEs in English and Maths (or equivalent) – you’ll be confident with your literacy, numeracy, and IT skills
  • A friendly, professional manner, clear communication, and the ability to handle information with discretion

We work 37.5 hours per week, Monday to Friday.

You’ll be based from our central Exeter office with hybrid working available following successful completion of your training period.

To discover more about a career with us and to view the full job description, please visit - www.hawksmoorim.co.uk/about-us/join-our-team/

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.

No agencies please

Apply now

By applying for any of these positions you understand and agree to Hawksmoor Investment Management using the information you provide for the purposes of recruitment, personnel administration (for new employees) and monitoring. You also agree that this information will be kept for the duration of the recruitment process and for a period of one year thereafter. It is the policy of Hawksmoor Investment Management to protect, and keep secure, all personal data collected.

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