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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.

Part Time Paraplanner - Hybrid

Location: Haywards Heath, United Kingdom

Company: MET

Department: Paraplanning

Job reference: METPPPHHM

Paraplanning or extensive financial services / planning admin experience is a must, along with product knowledge, and a sound understanding of FCA regulations.

Read more

Experience: Paraplanning or extensive financial services / planning admin experience is a must, along with product knowledge, and a sound understanding of FCA regulations.

Do you have paraplanning experience? Or maybe you’re an experienced financial services administrator looking for your next move?

Looking to continue your financial services career where you can make a real impact? If you're client focussed, friendly, and willing to learn, we’d love to hear from you.

Where do you fit in?

You’ll play a crucial role in ensuring our clients receive top-notch financial planning services. Based in a beautiful countryside location, you’ll be working with a friendly, experienced team who are dedicatedto helping clients achieve their financial goals.​

You’ll ​address​ queries effectively and build lasting relationships. With training and support from friendly, experienced colleagues, you’ll build on your existing financial services/planning experience .

​You’ll ​be responsible for:

  • ​Data Collection, review letters
  • ​Pre-completing applications
  • Fund reviews

If you excel in written and verbal communication, have outstanding report writing skills and have unwavering attention to detail, you could be exactly who we’re looking for.​

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 do you need to succeed?

  • A comprehensive understanding of the FCA’s rules and requirements along with FCA and our record keeping requirements
  • ​A broad knowledge of the financial services sector and a high level of technical proficiency
  • ​Willingness to learn and commit to future qualifications. We encourage ongoing learning and professional growth.

This role is for 22.5 hours per week - our office is open Monday to Friday from 9 to 5.30pm.

Following successful completion of 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

Associate Financial Advisor - Hybrid

Location: London, United Kingdom

Company: AWM

Department: Advisers

Job reference: AWMJAL-MJ26

To support Financial Advisers by delivering defined, lower-complexity advice activities, undertaking supervised client reviews, and flexing capacity across paraplanning and administrative support where workflow demands require.

Read more

Experience: Level 4 Diploma in Financial Planning and experience within financial planning, paraplanning or a client-facing financial services role • A good understanding of FCA regulations, advice standards and Consumer Duty, alongside strong attention to detail

Looking to take the next step towards becoming a Financial Adviser within a supportive, team-focused environment?

With us, you can build your advice experience while working closely with experienced Advisers, paraplanners and administrators within a collaborative POD structure.

If you’re looking to further your financial planning career in a firm that values development, teamwork and high-quality client outcomes, then we’d love to hear from you.

Where do you fit in?

You’ll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client experience. You’ll gain valuable exposure to the full advice process while contributing to paraplanning and administrative support when needed.

This is a structured development role designed for someone who is working towards full Financial Adviser status and wants to continue developing their technical knowledge, client skills and regulatory understanding.

Key responsibilities include:

  • Supporting Financial Advisers with annual reviews, client servicing and lower complexity regulated advice activities while building strong client relationships within the POD
  • Assisting with research, report preparation and wider workflow support to help ensure efficient end-to-end case progression
  • Maintaining accurate records, following FCA and Consumer Duty requirements, and engaging in ongoing coaching and development towards full Adviser status

What’s In It for You?

  • A competitive salary plus benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy and varied role within a growing group
  • The chance to make your mark at a friendly, business with lots going on

To be successful, you’ll need:

  • Essential - Level 4 Diploma in Financial Planning and experience within financial planning, paraplanning or a client-facing financial services role
  • A good understanding of FCA regulations, advice standards and Consumer Duty, alongside strong attention to detail
  • Excellent communication skills, a collaborative approach and a professional, client-focused mindset

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, with three days at our office and two days working from home.

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

Compliance Control Testing Officer - Exeter Hybrid

Location: Exeter, United Kingdom

Company: AGL

Department: Compliance

Job reference: AGLCFTC-ExJ26

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Read more

Experience: Strong experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities. Good knowledge of FCA regulations, including COBS, DISP and COLL

This six-month fixed term contract can be based in  Bath, Exeter, Taunton, Salisbury, London, or Waterlooville with hybrid working available.

Are you an experienced compliance professional who enjoys identifying risks, improving controls, and helping deliver positive outcomes for customers?

If you are naturally curious, highly organised and committed to maintaining high standards of governance, risk management, and customer care, we’d love to hear from you.

Where do you fit in?

You’ll play a key role in assessing the effectiveness of business controls, supporting regulatory compliance, and helping ensure customers are treated fairly.

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Day to day, you’ll:

  • Deliver compliance monitoring and control testing reviews, assess the effectiveness of controls, and produce clear, high-quality reports with practical recommendations
  • Monitor trends, identify potential risks, breaches, and customer harm, and support the tracking and resolution of actions arising from monitoring activity
  • Collaborate with colleagues across the business to support a strong compliance culture, contribute to regulatory reporting and help shape future monitoring priorities

You will have the opportunity to work with senior stakeholders across the business while contributing to a culture of integrity, accountability, and continuous improvement.

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 experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities.
  • Good knowledge of FCA regulations, including COBS, DISP and COLL, with a strong understanding of Consumer Duty and customer outcomes.
  • Excellent analytical, investigative, and report-writing skills, with the confidence to challenge constructively, influence stakeholders and work independently.

You’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, London, Waterlooville, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period.

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. 

Apply now

Compliance Control Testing Officer - Bath Hybrid

Location: Bath, United Kingdom

Company: AGL

Department: Compliance

Job reference: AGLC-BJ26

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Read more

Experience: Strong experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities. Good knowledge of FCA regulations, including COBS, DISP and COLL

This six-month fixed term contract can be based in  Bath, Exeter, Taunton, Salisbury, London, or Waterlooville with hybrid working available.

Are you an experienced compliance professional who enjoys identifying risks, improving controls, and helping deliver positive outcomes for customers?

If you are naturally curious, highly organised and committed to maintaining high standards of governance, risk management, and customer care, we’d love to hear from you.

Where do you fit in?

You’ll play a key role in assessing the effectiveness of business controls, supporting regulatory compliance, and helping ensure customers are treated fairly.

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Day to day, you’ll:

  • Deliver compliance monitoring and control testing reviews, assess the effectiveness of controls, and produce clear, high-quality reports with practical recommendations
  • Monitor trends, identify potential risks, breaches, and customer harm, and support the tracking and resolution of actions arising from monitoring activity
  • Collaborate with colleagues across the business to support a strong compliance culture, contribute to regulatory reporting and help shape future monitoring priorities

You will have the opportunity to work with senior stakeholders across the business while contributing to a culture of integrity, accountability, and continuous improvement.

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 experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities.
  • Good knowledge of FCA regulations, including COBS, DISP and COLL, with a strong understanding of Consumer Duty and customer outcomes.
  • Excellent analytical, investigative, and report-writing skills, with the confidence to challenge constructively, influence stakeholders and work independently.

You’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, London, Waterlooville, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period.

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. 

Apply now

Compliance Control Testing Officer - Waterlooville Hybrid

Location: Waterlooville, United Kingdom

Company: AGL

Department: Compliance

Job reference: AGLCFTC-WvJ26

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Read more

Experience: Strong experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities. Good knowledge of FCA regulations, including COBS, DISP and COLL

This six-month fixed term contract can be based in  Bath, Exeter, Taunton, Salisbury, London, or Waterlooville with hybrid working available.

Are you an experienced compliance professional who enjoys identifying risks, improving controls, and helping deliver positive outcomes for customers?

If you are naturally curious, highly organised and committed to maintaining high standards of governance, risk management, and customer care, we’d love to hear from you.

Where do you fit in?

You’ll play a key role in assessing the effectiveness of business controls, supporting regulatory compliance, and helping ensure customers are treated fairly.

Working within the second line of defence, you will deliver desk-based compliance monitoring and control testing activities across the business. You will conduct reviews, analyse customer outcomes, identify areas for improvement and work closely with stakeholders to ensure actions are implemented effectively.

Day to day, you’ll:

  • Deliver compliance monitoring and control testing reviews, assess the effectiveness of controls, and produce clear, high-quality reports with practical recommendations
  • Monitor trends, identify potential risks, breaches, and customer harm, and support the tracking and resolution of actions arising from monitoring activity
  • Collaborate with colleagues across the business to support a strong compliance culture, contribute to regulatory reporting and help shape future monitoring priorities

You will have the opportunity to work with senior stakeholders across the business while contributing to a culture of integrity, accountability, and continuous improvement.

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 experience in a compliance role within financial services, including compliance monitoring, quality assurance, or oversight activities.
  • Good knowledge of FCA regulations, including COBS, DISP and COLL, with a strong understanding of Consumer Duty and customer outcomes.
  • Excellent analytical, investigative, and report-writing skills, with the confidence to challenge constructively, influence stakeholders and work independently.

You’ll need to be based within an easily commutable distance of one of our offices in  Bath, Exeter, Taunton, London, Waterlooville, or Salisbury.

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period.

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. 

Apply now

Assistant Investment Manager - Hybrid

Location: Salisbury, UK

Company: Hawk

Department: Investment Management

Job reference: GBIMAIMSals

To assist with the management of investment portfolios, by monitoring of clients’ portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients’ investment objectives. Maintenance of a very high level of client care and service with both clients and Introducers Carrying out client nontrade related instructions in a timely manner Ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales. Ensuring that all communications received from clients and Introducers are actioned promptly and efficiently. Fostering relationships with existing and potential clients and Introducers.

Read more

Experience: 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.

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

Apply now

Experienced Paraplanner - Hybrid

Location: Haywards Heath, United Kingdom

Company: MET

Department: Paraplanning

Job reference: METPP-26

An Experienced Paraplanner is needed for our busy team. Experience is a must, along with sound product knowledge, and a sound understanding of FCA regulations.

Read more

Experience: Paraplanning Experience is a must, along with sound product knowledge, and a sound understanding of FCA regulations.

​Are you an experienced Paraplanner looking to move to a boutique firm with a big presence? 

​Do you have a desire to do things differently? ​

Looking to continue your career where you can make a real impact? 

​​If you're a detail oriented, client focussed, friendly Paraplanner, we’d love to hear from you.​

Where do you fit in?​

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

You’ll ​address​ queries effectively and build lasting relationships. You’ll​conduct comprehensive reviews of investment portfolios, asset allocation, risk profiles and more. 

​You’ll ​be responsible for:

  • ​Preparing and maintaining client files
  • ​Preparing and implementing recommendations​
  • Client reviews​

If you excel in written and verbal communication, have outstanding report writing skills and have unwavering attention to detail, you could be exactly who we’re looking for.​

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 do you need to succeed?​

​​

  • A comprehensive understanding of the FCA’s rules and requirements along with FCA and our record keeping requirements
  • ​A broad knowledge of the financial services sector and a high level of technical proficiency
  • ​A Dip PFS qualification is preferable. We encourage ongoing learning and professional growth.

We work Monday to Friday from 9 to 5.30. Following successful completion of 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

Facilities & Business Co-ordinator - Twelve Month Fixed Term Contract - Hybrid

Location: Waterlooville, United Kingdom

Company: AGL

Department: Transformation

Job reference: AGLFBC-W 26

To support day to day office and facilities operations across the Group, ensuring safe, compliant, well maintained workplaces while handling admin, suppliers, basic IT tasks and travel between sites for early career development in property and tech operations.

Read more

Are you looking to build a varied career in facilities, office coordination and workplace support, with exposure to technology and wider business operations?

You’ll help ensure that our offices are safe, well maintained and running smoothly. If you enjoy problem-solving, working with people and gaining exposure to multiple areas of a growing business, then we’d love to hear from you.

Where do you fit in?

Working closely with our Head of Technology Operations, you’ll play an important role in keeping our offices safe, well maintained, organised and running smoothly. You’ll help coordinate day-to-day facilities activity across our office locations, supporting supplier relationships, maintenance requirements, workplace queries, property administration and office compliance. Alongside this, you’ll provide practical office, business and first-line IT support, making this a varied role at the centre of our day-to-day operations.

Day to day, you’ll

  • Coordinate facilities activities across multiple office locations, managing workplace queries, supplier relationships and maintenance requirement
  • Support compliance, property administration and office operations, including site visits, workplace projects, onboarding activities and office moves
  • Provide first-line IT and business support, helping colleagues resolve routine issues and ensuring the smooth day-to-day running of the business

This role offers the chance to develop valuable skills across several business functions while making a meaningful contribution to day-to-day operations.

What’s in it for you?

  • A competitive salary plus benefits including private medical insurance, paid birthday leave, and a staff discount platform
  • A busy and varied role within a growing group
  • The chance to make your mark at a friendly, growing business with lots going on

What do you need to succeed?

  • Office experience, coupled with great organisational, communication and problem-solving skills, with a professional approach and excellent attention to detail
  • Confidence using Microsoft 365 and a willingness to learn about facilities management, workplace support, property coordination and basic IT troubleshooting
  • A collaborative mindset with the ability to build effective relationships and travel between office locations when required

This twelve-month fixed term contract will be based in Waterlooville. Occasional travel to other office locations will be required (with plenty of notice given).

We work 35 hours per week, Monday to Friday, with hybrid working available after successful completion of your training period.

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

Assistant Investment Manager - Hybrid

Location: Bath, UK

Company: Hawk

Department: Investment Management

Job reference: HMAIM-Bath J

To assist with the management of investment portfolios, by monitoring of clients’ portfolios on a regular basis and preparing transactions as necessary to maintain portfolios suitable to clients’ investment objectives. Maintenance of a very high level of client care and service with both clients and Introducers Carrying out client nontrade related instructions in a timely manner Ensuring that Valuations and contract notes are produced and dispatched to clients within internal timescales. Ensuring that all communications received from clients and Introducers are actioned promptly and efficiently. Fostering relationships with existing and potential clients and Introducers.

Read more

Experience: 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.

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

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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