Join our Team

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.

​

Are you looking for the next move in your Investment Management career?

​

Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company?

If you’re looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we’d love to hear from you.

​

Please note - there is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Bath city centre.

​

Where do you fit in?

​You’ll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.

​

Day to day you’ll;

• Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
• Provide excellent service to both clients and Introducers
• Carry out client instructions quickly and accurately
• Make sure valuations and contract notes are sent to clients on time
• Build strong relationships with existing and potential clients and Introducers
• Stay up to date with the latest market trends and investment news to offer the best support to 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
• You’ll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers
• A varied and busy role plus support to take further qualifications

​

What do you need to be successful?

• A degree-level qualification – or equivalent experience- is preferred. You’ll have, or be working towards, your FCA Level 4 qualification in Investment Management
• Experience with direct client contact and discretionary portfolio management along with a desire to learn
• Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach

​

We work 37.5 hours per week, Monday to Friday, based from our modern offices in Bath – a short walk from the station.

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

​

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

​

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

Looking for a compliance role where your investment management expertise is genuinely valued?

If you enjoy getting into the detail of investment processes, products and regulation—and want your work to influence real client outcomes, then we’d love to hear from you.

Where do you fit in?

As part of our second line of defence, you’ll play a key role in overseeing investment activity across the business. Your understanding of how investment management works in practice will be central to assessing risks, testing controls and ensuring we continue to meet regulatory expectations, and assisting in the operation of the Compliance and Risk function.

Working closely with the Head of Compliance and Risk and the wider Compliance Team, you’ll help deliver the Compliance Monitoring Plan, leading reviews that focus on investment processes, governance and client outcomes. You’ll also contribute to ongoing improvements in how we monitor, report and evidence good outcomes, with Consumer Duty embedded throughout.

You’ll be part of a team where ideas are welcomed, knowledge is shared, and your input has a clear impact.

In this role, you will:

• Lead monitoring reviews across investment activities, assessing controls, governance and client outcomes with a strong technical lens
• Analyse data and trends to identify risks, support breach management and strengthen oversight across key areas such as Best Execution and market conduct
• Produce clear, practical reporting and work closely with colleagues to embed Consumer Duty and enhance overall compliance frameworks

​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?

• A background in private client investment management is essential, with a strong interest in Compliance.  Compliance monitoring and testing experience within investment or wealth management would be a bonus.

• Strong knowledge of investment management, including products, markets and suitability
• A solid understanding of FCA requirements (including COBS, DISP and COLL), with the ability to apply them in a practical way

​

​You’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, London 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, working within the Investment Management division of our group - Hawksmoor Investment Management and Gore Browne Investment Management

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.

​

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

Looking for a compliance role where your investment management expertise is genuinely valued?

If you enjoy getting into the detail of investment processes, products and regulation—and want your work to influence real client outcomes, then we’d love to hear from you.

Where do you fit in?

As part of our second line of defence, you’ll play a key role in overseeing investment activity across the business. Your understanding of how investment management works in practice will be central to assessing risks, testing controls and ensuring we continue to meet regulatory expectations, and assisting in the operation of the Compliance and Risk function.

Working closely with the Head of Compliance and Risk and the wider Compliance Team, you’ll help deliver the Compliance Monitoring Plan, leading reviews that focus on investment processes, governance and client outcomes. You’ll also contribute to ongoing improvements in how we monitor, report and evidence good outcomes, with Consumer Duty embedded throughout.

You’ll be part of a team where ideas are welcomed, knowledge is shared, and your input has a clear impact.

In this role, you will:

• Lead monitoring reviews across investment activities, assessing controls, governance and client outcomes with a strong technical lens
• Analyse data and trends to identify risks, support breach management and strengthen oversight across key areas such as Best Execution and market conduct
• Produce clear, practical reporting and work closely with colleagues to embed Consumer Duty and enhance overall compliance frameworks

​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?

• A background in private client investment management is essential, with a strong interest in Compliance.  Compliance monitoring and testing experience within investment or wealth management would be a bonus.

• Strong knowledge of investment management, including products, markets and suitability
• A solid understanding of FCA requirements (including COBS, DISP and COLL), with the ability to apply them in a practical way

​

​You’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, London 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, working within the Investment Management division of our group - Hawksmoor Investment Management and Gore Browne Investment Management

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.

​

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

Looking for a compliance role where your investment management expertise is genuinely valued?

If you enjoy getting into the detail of investment processes, products and regulation—and want your work to influence real client outcomes, then we’d love to hear from you.

Where do you fit in?

As part of our second line of defence, you’ll play a key role in overseeing investment activity across the business. Your understanding of how investment management works in practice will be central to assessing risks, testing controls and ensuring we continue to meet regulatory expectations, and assisting in the operation of the Compliance and Risk function.

Working closely with the Head of Compliance and Risk and the wider Compliance Team, you’ll help deliver the Compliance Monitoring Plan, leading reviews that focus on investment processes, governance and client outcomes. You’ll also contribute to ongoing improvements in how we monitor, report and evidence good outcomes, with Consumer Duty embedded throughout.

You’ll be part of a team where ideas are welcomed, knowledge is shared, and your input has a clear impact.

In this role, you will:

• Lead monitoring reviews across investment activities, assessing controls, governance and client outcomes with a strong technical lens
• Analyse data and trends to identify risks, support breach management and strengthen oversight across key areas such as Best Execution and market conduct
• Produce clear, practical reporting and work closely with colleagues to embed Consumer Duty and enhance overall compliance frameworks

​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?

• A background in private client investment management is essential, with a strong interest in Compliance.  Compliance monitoring and testing experience within investment or wealth management would be a bonus.

• Strong knowledge of investment management, including products, markets and suitability
• A solid understanding of FCA requirements (including COBS, DISP and COLL), with the ability to apply them in a practical way

​

​You’ll need to be based within an easily commutable distance of one of our offices in Waterlooville, Bath, Exeter, Taunton, London 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, working within the Investment Management division of our group - Hawksmoor Investment Management and Gore Browne Investment Management

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.

Are you looking for the next move in your Investment Management career?

​

Do you have a keen interest in the investment market? Want to become part of a growing, award-winning company?

If you’re looking for an opportunity to grow in investment management and to be part of a team that prioritises client success, then we’d love to hear from you.

​

Please note - there is a requirement for you to be office based for 3/4 days per week. Therefore, you will need to be based within an easily commutable distance of Salisbury city centre.

​

Where do you fit in?

​You’ll work closely with Senior Investment Managers and Investment Managers to help manage client portfolios and ensure we meet our clients' financial goals.

​

Day to day you’ll;

• Regularly monitor client portfolios, making transactions when needed to keep them aligned with investment objectives
• Provide excellent service to both clients and Introducers
• Carry out client instructions quickly and accurately
• Make sure valuations and contract notes are sent to clients on time
• Build strong relationships with existing and potential clients and Introducers
• Stay up to date with the latest market trends and investment news to offer the best support to 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
• You’ll gain experience within a friendly, expanding, award winning business from a knowledgeable team of senior investment managers
• A varied and busy role plus support to take further qualifications

​

What do you need to be successful?

• A degree-level qualification – or equivalent experience- is preferred. You’ll have, or be working towards, your FCA Level 4 qualification in Investment Management
• Experience with direct client contact and discretionary portfolio management along with a desire to learn
• Strong knowledge of markets, asset classes, and regulations, with excellent communication and a positive, client-focused approach

​

We work 37.5 hours per week, Monday to Friday.

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

​

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