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Are you an experienced professional with a keen eye for detail, and a talent for managing financial operations?
Do you have experience in managing teams and key relationships, overseeing important processes, and contributing towards success within a financial services business?
If you have the experience, skills, and drive to excel in this role, then we’d love to hear from you.
Where do you fit in?
You’ll be ensuring smooth and efficient administration for our unitised products and model portfolios. Managing and supporting a knowledgeable team, you’ll be skilled in people management, in addition to showcasing your knowledge of the investment management industry.
Day to day you’ll be get involved with:
- Overseeing the delivery of administration services for unitised products and model portfolios, including literature production, fund valuation reconciliation, and providing data to clients and third parties
- Coordinate with Fund Managers to execute instructions on unitised products and manage the update and rebalance process for investment portfolios
- Play a vital role in managing relationships with Fund ACDs, investment platforms, and other third-party firms, ensuring smooth communication and service delivery
- Lead a dedicated team by managing, developing, and training Fund and Model Operations Assistants
- Engage with various projects and contribute to broader team initiatives
- Stay up to date on Consumer Duty regulations, ensuring that all client interactions are fair, transparent, and compliant with regulatory standards
What’s in it for you?
- A competitive salary + benefits including private medical insurance, paid birthday leave, and opportunities to volunteer for charity
- A busy, varied role with lots to do. A friendly, growing team in an expanding business
- Working 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 communication, people skills, and a professional, approachable demeanour
- Excellent attention to detail with precise typing and data management abilities
- Educated to GCSE standard (grade B/ Level 6 or above in English and Maths), with relevant qualifications, or progress towards an Investment Management Certificate
This fixed term contract will be for approximately 12 to 14 months and will be based at our offices in central Exeter.
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
To view the job description, please click here.
To apply, please click here.
