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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.

Experienced Paraplanner - Remote

Location: Remote, United Kingdom

Company: AWM

Department: Paraplanning

Job reference: AWMPP-R Jan 26

Paraplanning experience is a must along with sound product knowledge, and an understanding of FCA regulations

Read more

Experience: Paraplanning Experience. QCF Level 4 or working towards. Understanding & knowledge of relevant FCA rules and guidance

Are you an experienced Paraplanner looking for a fresh challenge?

Are you someone who is super organised, who delights in meeting deadlines, and takes pride in the accuracy of your work?

If you are looking to join a friendly, growing company, then we’d love to hear from you.

You’ll play a crucial role in ensuring our clients receive top-notch financial planning services. Based remotely, you’ll be working with a friendly, experienced team dedicated to helping clients achieve their financial goals.

Please note - paraplanning experience within the financial services industry is essential for this role.

This role is fully remote, however travel to an office location may occasionally be required according to the needs of the business. We have office locations in Waterlooville, Poole, Salisbury, London and Harrogate. 

Where do you fit in?

You’ll be responsible for assessing our client’s requirements - researching, identifying, and presenting solutions. Working on your own caseloads, you’ll conduct financial analysis and produce reports and recommendations, as well as ensuring all regulatory and compliance standards are met.

Supporting our Financial Planners and ensuring that our client’s needs are met, you’ll research the best products for our clients and spot any missing information. You’ll have technical ability and be IT and system savvy – happy to navigate around third-party platforms. With an eagle eye for detail, you’ll use your excellent admin skills to deliver a first-class service, ensuring the success of your team and our business. Supported by the Paraplanning Team Leader, you’ll play a key part in our business.

​What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
  • A busy and varied, role where you’ll always have plenty to do
  • You’ll be part of a friendly, growing team in an expanding business

What do you need to be successful?

  • Paraplanning experience and a QCFL4 qualification are a must please, along with excellent communication skills. You’ll have to have financial service industry experience, good product knowledge
  • The ability to meet deadlines - effectively organising and prioritising your workload. You’ll be adaptable, friendly, and willing to learn
  • ​You’ll be a technology savvy team player – happy to help your team to achieve their goals

We work 35 hours per week, Monday to Friday.

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


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


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. 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 Monitoring Officer - Wealth Management

Location: Bath, UK

Company: AGL

Department: Compliance

Job reference: AGL-CMO Bath 26

Responsible for undertaking the risk based second line monitoring function activities to deliver effective compliance monitoring in all areas of the Company as directed by the Head of Compliance and Risk.

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.

This role can be based in  Bath, Exeter, Taunton, Salisbury, London or Waterlooville with hybrid working available.

Looking for a compliance role where you can make a real impact?

If you’re ready to apply your technical, product and regulatory knowledge 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 play a key role in delivering high-quality oversight and actionable insights across a range of regulatory areas. Working closely with our Head of Compliance and Risk, you’ll help shape and deliver the annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and produce meaningful reporting that supports positive client outcomes.

You’ll support action tracking, breach management, monitoring of customer outcomes, and the ongoing maintenance of compliance frameworks and systems. Consumer Duty is central to our oversight approach, and you’ll help ensure we continue to evidence good client outcomes across products, services, and interactions.

Your role will involve:
• Testing controls and delivering in-depth monitoring reviews
• Collaborating with IT to build and refine exception reports
• Focusing on key regulatory areas such as Best Execution and Market Abuse
• Supporting the integration of Consumer Duty across our monitoring activities
• Producing clear, well-structured reports for senior leaders and governance bodies

You’ll join a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability, and collaboration. If you’re curious, analytical, and committed to high standards, this could be the ideal 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 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 monitoring and testing 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’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period. This is typically 2–3 days per week in one of our offices, with the rest from home.

Who are Argentis Group Limited? 

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

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.

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 Monitoring Officer - Wealth Management

Location: Exeter, UK

Company: AGL

Department: Compliance

Job reference: AGL-CMO Ex 26

Responsible for undertaking the risk based second line monitoring function activities to deliver effective compliance monitoring in all areas of the Company as directed by the Head of Compliance and Risk.

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.

This role can be based in  Bath, Exeter, Taunton, Salisbury, London or Waterlooville with hybrid working available.

Looking for a compliance role where you can make a real impact?

If you’re ready to apply your technical, product and regulatory knowledge 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 play a key role in delivering high-quality oversight and actionable insights across a range of regulatory areas. Working closely with our Head of Compliance and Risk, you’ll help shape and deliver the annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and produce meaningful reporting that supports positive client outcomes.

​You’ll support action tracking, breach management, monitoring of customer outcomes, and the ongoing maintenance of compliance frameworks and systems. Consumer Duty is central to our oversight approach, and you’ll help ensure we continue to evidence good client outcomes across products, services, and interactions.

Your role will involve:
• Testing controls and delivering in-depth monitoring reviews
• Collaborating with IT to build and refine exception reports
• Focusing on key regulatory areas such as Best Execution and Market Abuse
• Supporting the integration of Consumer Duty across our monitoring activities
• Producing clear, well-structured reports for senior leaders and governance bodies

You’ll join a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability, and collaboration. If you’re curious, analytical, and committed to high standards, this could be the ideal 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 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 monitoring and testing 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’ll need to be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period. This is typically 2–3 days per week in one of our offices, with the rest from home.

Who are Argentis Group Limited? 

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

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.

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 Monitoring Officer - Wealth Management

Location: Salisbury, UK

Company: AGL

Department: Compliance

Job reference: AGL-CMO Sals 26

Responsible for undertaking the risk based second line monitoring function activities to deliver effective compliance monitoring in all areas of the Company as directed by the Head of Compliance and Risk.

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.

This role can be based in  Bath, Exeter, Taunton, Salisbury, London or Waterlooville with hybrid working available.

Looking for a compliance role where you can make a real impact?

If you’re ready to apply your technical, product and regulatory knowledge 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 play a key role in delivering high-quality oversight and actionable insights across a range of regulatory areas. Working closely with our Head of Compliance and Risk, you’ll help shape and deliver the annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and produce meaningful reporting that supports positive client outcomes.

You’ll support action tracking, breach management, monitoring of customer outcomes, and the ongoing maintenance of compliance frameworks and systems. Consumer Duty is central to our oversight approach, and you’ll help ensure we continue to evidence good client outcomes across products, services, and interactions.

Your role will involve:
• Testing controls and delivering in-depth monitoring reviews
• Collaborating with IT to build and refine exception reports
• Focusing on key regulatory areas such as Best Execution and Market Abuse
• Supporting the integration of Consumer Duty across our monitoring activities
• Producing clear, well-structured reports for senior leaders and governance bodies

You’ll join a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability, and collaboration. If you’re curious, analytical, and committed to high standards, this could be the ideal 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 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 monitoring and testing 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’ll need to be based within an easily commutable distance of one of our offices in Salisbury, Taunton, Exeter, or Bath.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period. This is typically 2–3 days per week in one of our offices, with the rest from home.

Who are Argentis Group Limited? 

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

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.

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 Monitoring Officer - Wealth Management

Location: Waterlooville, UK

Company: AGL

Department: Compliance

Job reference: AGL CMO - W'Vlle 26

Responsible for undertaking the risk based second line monitoring function activities to deliver effective compliance monitoring in all areas of the Company as directed by the Head of Compliance and Risk.

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.

This role can be based in  Bath, Exeter, Taunton, Salisbury, London or Waterlooville with hybrid working available.

Looking for a compliance role where you can make a real impact?

If you’re ready to apply your technical, product and regulatory knowledge 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 play a key role in delivering high-quality oversight and actionable insights across a range of regulatory areas. Working closely with our Head of Compliance and Risk, you’ll help shape and deliver the annual Compliance Monitoring Plan, conduct thematic and periodic reviews, and produce meaningful reporting that supports positive client outcomes.

​You’ll support action tracking, breach management, monitoring of customer outcomes, and the ongoing maintenance of compliance frameworks and systems. Consumer Duty is central to our oversight approach, and you’ll help ensure we continue to evidence good client outcomes across products, services, and interactions.

Your role will involve:
• Testing controls and delivering in-depth monitoring reviews
• Collaborating with IT to build and refine exception reports
• Focusing on key regulatory areas such as Best Execution and Market Abuse
• Supporting the integration of Consumer Duty across our monitoring activities
• Producing clear, well-structured reports for senior leaders and governance bodies

You’ll join a supportive, knowledgeable team where your input matters, within a business that values clarity, accountability, and collaboration. If you’re curious, analytical, and committed to high standards, this could be the ideal 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 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 monitoring and testing 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’ll need to be based within an easily commutable distance of one of our offices in Exeter, Bath, Taunton, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period. This is typically 2–3 days per week in one of our offices, with the rest from home.

Who are Argentis Group Limited? 

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

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.

We are looking for talented people to join our teams, to help us achieve our common goals and build for the future.

Apply now

HR Business Partner - Hybrid - FTC

Location: Waterlooville or Salisbury, UK

Company: AWM

Department: HR

Job reference: FPCBR-EOM

This is a TUPE-critical role, not a generalist HRBP position. You will act as the HR lead for TUPE, consultation, and people integration activity, working closely with senior stakeholders to deliver complex change compliantly, pragmatically, and with minimal business disruption.

Read more

Experience: Proven experience in generalist HR roles, with strong knowledge of UK employment law and expertise in TUPE, employee consultation, and M&A processes.

6‑Month FTC | Hybrid | Financial Services

Looking for a role where your TUPE expertise genuinely shapes how a growing financial services group delivers change?

This is a high‑impact opportunity for an experienced HR professional who thrives in complex environments and wants real ownership during a period of acquisition and transformation.

This is not a generalist HRBP role. You'll be the Group's TUPE and consultation lead - the person senior stakeholders turn to when navigating people risk, integration, and organisational change.

Where You'll Make an Impact

You'll work closely with senior leaders across the Group, guiding our acquisition strategy and ensuring people‑related change is delivered smoothly, compliantly, and with minimal disruption. Your work will influence both divisional operations and Group‑wide HR practice.

You'll lead on:

  • TUPE, statutory consultation, and people due diligence
  • Post‑transfer integration and organisational change
  • Senior‑level stakeholder engagement and people‑risk management
  • Cultural and operational integration of acquired businesses
  • Wider transformation and change programmes across the Group

What You'll Bring

  • Significant, hands‑on experience leading multiple TUPE transfers
  • A track record as the primary HR lead on acquisitions and consultation
  • Strong technical knowledge of TUPE and UK employment law, applied pragmatically
  • The confidence to influence senior stakeholders and challenge constructively
  • Experience in complex or regulated environments (financial services helpful but not essential)
  • The ability to work remotely while travelling to the London office one day a week and the Waterlooville office one day a week (or your closest office)

CIPD qualification is desirable but not essential.

What's in It for You

  • A genuinely impactful role with ownership of TUPE and integration strategy
  • Direct exposure to senior leaders and acquisition activity
  • A values‑led organisation with a strong people agenda
  • The chance to shape how people change is delivered across a growing Group
  • Private Medical Insurance & other great benefits

We operate a 35‑hour working week, Monday to Friday.

Argentis Group Limited is a wealth management business based in the UK. We aspire to be recognised as a well-respected, leading player in the industry by clients and peers alike. Our shareholder base includes our management team, the former shareholders of the businesses we have acquired, and our lead investor, Carlyle (NASDAQ: CG), one of the world’s leading global investment firms. Together with our debt providers, this makes us one of the best-resourced wealth management groups in the market today.

Established in 2019 to facilitate the acquisition of Harwood Wealth Management Group plc and headquartered in London, we have a further 12 offices around the UK and a team of more than 400 colleagues. Our Group comprises a Jersey-domiciled holding company and two UK-based operating divisions: our Financial Planning division, which is headquartered in Waterlooville, operates primarily under the Argentis brand, whilst our Investment Management division operates primarily under the Hawksmoor brand and is headquartered in Exeter.

Apply now

Client Support Administrator – Financial Services - Hybrid

Location: Haywards Heath, UK

Company: MWM

Department: Administration

Job reference: VA414

To provide essential administrative and case‑management support across the financial planning process, ensuring a smooth and compliant client journey. The role combines core admin duties with new‑business processing, provider liaison, document preparation, and ongoing support for advisers and paraplanners.

Read more

Experience: Strong administrative skills with confidence using IT systems, able to prioritise and meet deadlines effectively. Friendly, adaptable, and eager to learn while supporting a smooth and compliant client journey.

Looking for a role where your organisation, accuracy, and people skills genuinely keep a financial planning business running smoothly?

If you’re detail‑oriented, client‑focused, and ready to build or grow your career in financial services, we need you. This is a fantastic opportunity to develop your skills, gain industry knowledge, and work with a supportive team who will help you progress.

At Metis Wealth, you’ll join a friendly, experienced group of professionals who take pride in delivering exceptional service and truly tailored financial planning solutions.

Where You’ll Make an Impact

As a Client Support Administrator, you’ll be at the heart of our operations. Your work ensures advisers can deliver a seamless client journey and your accuracy, organisation, and initiative will be felt across the business.

You’ll take ownership of:

  • Handling day‑to‑day admin: calls, emails, post, and accurate record‑keeping
  • Processing new business applications and managing cases from start to finish
  • Liaising with product providers and HNW clients throughout the client journey to provide a smooth, compliant and high‑quality client experience
  • Providing assistance to the Paraplanning Team and Advisers to support with pre‑ and post‑sale queries and tasks
  • Carrying out regulatory checks and keeping all stakeholders updated
  • Preparing letters, scanning documents, and proof‑reading meeting notes
  • Using Excel confidently to support reporting and data tasks
  • Navigating third‑party platforms and internal systems with ease
  • Managing time‑sensitive tasks and prioritising effectively

This is a varied, hands‑on role where you’ll learn fast, gain exposure to the full financial planning process, and play a key part in keeping the business running efficiently.

What You’ll Bring

You’ll thrive here if you’re organised, accurate, and confident using IT systems. You’ll bring:

  • Previous administrative experience
  • Strong written and verbal communication
  • Excellent attention to detail and a methodical approach
  • The ability to prioritise and meet deadlines
  • A friendly, adaptable attitude and a willingness to learn
  • Basic financial services knowledge (helpful but not essential - we’ll train you)

We know no one meets every requirement. If you think you can add value, we’d love to hear from you.

What’s in It for You

  • Competitive salary and benefits package
  • Private medical insurance
  • Paid birthday leave
  • Access to a staff benefits platform with discounts on goods and experiences
  • A caring, supportive culture that values its people and supports charitable causes
  • Hybrid working after your training period
  • The chance to build a long‑term career within a respected, FCA‑authorised firm

We work Monday - Friday, 9am to 5.30pm, 37.5 hours per week. 

Please note due to our rural location, you’ll need access to your own transport.

About Metis Wealth

Metis Wealth is an Independent Financial Advice firm authorised by the Financial Conduct Authority and part of Argentis Group Limited. We believe that every client is unique, and our service reflects that. We provide bespoke financial planning solutions tailored to individual needs rather than a one‑size‑fits‑all approach.

We are committed to equality of opportunity and to fostering a workplace that supports the physical and mental wellbeing of all employees. We value diversity, inclusion, and the contribution each individual brings to our organisation.

Apply now

Investment Desk Assistant

Location: London, UK

Company: Hawk

Department: Administration

Job reference: LDNIDA

Admin experience within a professional environment, confident Word, Excel & mail merge skills, along with meticulous attention to detail.

Read more

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

Looking for a role in that provides variety, challenge and the chance to support both investment activity and day‑to‑day administration? Motivated to grow your career within a growing company?

If you’re confident with numbers, comfortable navigating IT systems and enjoy working with spreadsheets, this role could be a great fit. Our Investment Administration team is growing, and we’re looking for someone with strong attention to detail who takes pride in delivering high‑quality administration and customer service.

Where do you fit in?

You’ll play an important role in supporting our Investment Managers and ensuring the smooth running of client administration. Working closely with our Exeter administration team, you’ll help prepare client information packs, respond to calls and emails, and progress new client accounts. Accuracy is essential, as you’ll also be responsible for keeping records up to date and producing documentation, including regular mail merges.

Alongside your core administration duties, you’ll support the day‑to‑day running of the office welcoming visitors, preparing meeting rooms and helping to keep supplies organised. Your confidence with Word, Excel and other systems will be put to good use, and you’ll have plenty of opportunity to build on your existing skills.

With lots to learn and training on offer, you’ll become a valued part of the team, contributing directly to the high standard of service our clients expect.

What’s in it for you

  • A competitive salary with great benefits including private medical cover, paid birthday leave and opportunities to volunteer 

  • Room to grow your career in a supportive, award‑winning business that’s continuing to expand, with genuine opportunities to progress

  • You'll be based from our London office with hybrid working available following successful probation period. 

What you need to be successful

  • You’ll bring solid administrative experience, strong accuracy and attention to detail, and the confidence to work with documentation, data and IT systems. Confident in Word, Excel and mail merge is important, as is the ability to communicate clearly and professionally with colleagues and clients.

  • A proactive approach will help you thrive here; you’ll use your initiative, ask questions and contribute to improving how we work. You’ll also be comfortable managing your workload in a busy team environment and supporting others when needed.

  • Experience within an FCA‑regulated business is helpful, but not essential, as full training will be provided.

We work 37.5 hours a week, 9am to 5.30pm, Monday to Friday, with hybrid working available once training is successfully completed.

To learn more about careers with us, please visit: www.hawksmoorim.co.uk/about-us/join-our-team/

We are committed to equality of opportunity and to creating an inclusive working environment. We care deeply about the wellbeing of our employees and are dedicated to promoting and protecting both their physical and mental health.

No agencies please.

Apply now

Wealth Management Administrator - Hybrid

Location: London, United Kingdom

Company: AWM

Department: Administration

Job reference: AWM-WMA LFN - Mar 26

Reporting the to the Wealth Management Supervisor, the Wealth Management Administrator role is responsible for supporting our advisers through the end-to-end annual client review journey for our clients ensuring MiFID regulation are adhered to. You are responsible for providing full administration support to our advisers and clients, ensuring we deliver an excellent service and outstanding outcomes for our clients.

Read more

Experience: Admin experience within financial services, confident IT skills, along with meticulous attention to detail

Want to work where your skills, efforts and experience are appreciated? Do you love being part of a team, and are able to meet deadlines with ease? ​Are you awesome at admin? A Pro at prioritisation?

Due to an internal promotion, we now have a space within our friendly team. Join us and showcase your skills. You’ll learn lots, excel at administration, and make a meaningful impact on the financial well-being of our clients

Where do you fit in?

Using your experience within financial services, you’ll be at the heart of our mission to provide exceptional service. You’ll be involved in supporting our Financial Advisers with their annual Client reviews - preparing annual review packs and ensuring that client records are accurate and updated. You’ll liaise with policy providers, and be a compliance champion, as we are a regulated industry. You’ll help clients with queries, ensuring we provide a first-class service.

What’s in it for you?

  • A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
  • A busy and varied, role where you’ll always have plenty to do and lots of opportunities to learn
  • You’ll be joining a growing team in a friendly business

What do you need to be successful?

  • Financial Services / Financial Planning admin experience is a must, please, along with excellent communication and customer service skills, and a willingness to learn
  • Accuracy and the ability to meet deadlines – effective at organising and prioritising your workload. You’ll be adaptable, friendly, and helpful
  • You’ll be positive, keen to learn, good with people, and technology & system savvy

We work 35 hours per week, Monday to Friday. You’ll be based from our London office (EC3N 3AA).

Following successful completion of your training period, hybrid working is available.

Who are Argentis Wealth Management? ​What do we do?

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

We’re looking for talented people to join our teams, to help us achieve our 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.

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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