Flexible working
Career development
Latest technology

Team Co-ordinator

Salary Highly Competitive
Location Glasgow, Edinburgh
Mergefield Title {Mergefield Value}
Mergefield Title {Mergefield Value}

This is a Temporary, Full Time vacancy that will close in {x} days at {xx:xx} BST.

The Vacancy

An exciting opportunity has arisen for an experienced Team Co-ordinator to join our Hymans Roberston Investment Services (HRIS) business unit in Glasgow or Edinburgh on a 12-month fixed term basis.

Hymans Robertson Investment Services (HRIS) is fully owned by Hymans Robertson LLP.  HRIS runs a rapidly growing UK discretionary fund management (DFM) proposition, which is focused on designing and managing a model portfolio service (MPS) for its professional clients – in this case, third party UK financial adviser firms. The MPS portfolios are currently made up of multiple underlying funds, typically spread across a range of asset classes and using different management styles, such as active and passive management.

*We are open to considering candidates on a part time (28 hours) or full-time basis* 

What will your role look like?

As our Team Co-ordinator you will play a key role within HRIS, providing high quality secretarial and administrative support to the team. Working closely with colleagues from across the business, you will be involved in a variety of tasks, playing a key role in helping the team deliver exceptional service to our clients. The successful candidate will be highly motivated, with strong planning and organisational skills and a keen eye for detail.

Though this is a varied role, your key tasks will include: 

  • Arranging travel and accommodation for all HRIS team members as required.
  • Processing of all team expenses
  • Secretarial support to HRIS Management Board, including drafting of agendas, collation and distribution of papers and agendas, minute taking and all post meeting follow up.
  • Arranging both internal and external meetings and making necessary logistical arrangements (e.g. meeting room and catering arrangements).
  • Arranging annual team away day, including liaising with external venues and all necessary travel/accommodation arrangements.
  • Co-ordination of new client set up and DD process
  • Liaison with Finance re invoice payments
  • Ad-hoc CIM system actions, e.g setting up new team members and new worksites.
  • Prepare agendas for fortnightly team meetings, liaise with guest speakers and chair meetings.
  • Other ad-hoc duties as required

To enjoy and succeed in this role, you will have/be:  

  • Previous experience of working within a secretarial or administrative role
  • Self-motivated, with the ability to use your initiative to complete tasks
  • Strong attention to detail, with excellent organisational skills and the ability to work quickly and accurately
  • A strong communicator, who enjoys building relationships and working as part of a team
  • Experience of working with Microsoft 365 software, in particular the use of Outlook (or similar programmes) and Excel, with a willingness to also learn about our different systems, processes and procedures

We would also encourage applications from candidates who perhaps do not possess all the attributes and experience listed above but are competent with the majority and would be able to quickly develop the additional skills and experience required in post with our full support. We would also love to hear about other knowledge and experience you may have that is not listed but could be of interest.  

In addition to a competitive salary and access to our profit share scheme, we offer: 

  • A flexible selection of employee benefits, so you can choose a package that best matches your lifestyle and needs. 
  • A collaborative and encouraging work environment where your thinking and ideas are encouraged. 
  • On site mental health and wellbeing assistance. 
  • A commitment to helping you develop both personally and professionally, with mentoring opportunities and access to our award-winning learning portal, Aspire. 
  • Regular social activities, in addition to three days paid volunteering leave each year and a day’s leave to celebrate your birthday. 
  • Hybrid working so you can enjoy the positive wellbeing of working from home as well as the benefits of meeting colleagues in our sociable, modern office environments – with the expectation of two ‘in-office’ days per week.   
  • A flexible working window, allowing colleagues the freedom to work flexibly between the hours of 7am and 7pm. 

Please note, we recruit on a rolling basis so early applications are recommended to avoid disappointment. 

We are committed to being open and transparent in our recruitment and reward processes. Please note that this vacancy does not currently meet the minimum salary threshold requirements for Skilled Worker sponsorship within the UK.

To avoid any disappointment, if you require sponsorship we would encourage you to check whether you may be eligible for a discounted salary threshold, or to explore alternative routes to secure your right to work in the UK before submitting your application. If you meet the criteria outlined in the job description we’ll be happy to discuss your individual circumstances further with you.

About Us

Together, we’ve been building better futures for over 100 years. For our people, our clients and their people, our communities and the environment. 

We thrive on tackling complex problems. And we believe those problems are best solved by diverse teams – diverse in skills, approaches and backgrounds. Our independence lets our people be themselves and think freely, while working in a collaborative, supportive environment.  We love innovative, independent thinking and want everyone to share their ideas.  

Working alongside employers, trustees and financial services institutions, we offer pensions, investments, benefits and risk consulting services, as well as data and technology solutions. With over 1000 employees and counting, we’re one of the leading consultancies in our field and are proud to be recognised by numerous industry awards. 

We’re committed to developing our people and encourage everyone to carve out their own career path. We’ve many colleagues who started out in one team in the business and have ended up somewhere completely different, having had the chance to develop new skills and explore new passions.   

We are continually working to improve our inclusive culture and employ diverse talent. We therefore welcome applications from people from all backgrounds, which includes but isn’t limited to: age, disability, ethnic heritage, gender, marital or civil partnership status, neurodiversity, religion, sexual orientation, and socio-economic background.

Our hybrid working model offers the best of both worlds – home working as well as a fun, collaborative office environment - meaning flexible working patterns to accommodate individual needs. Find out more about our careers here.

If you need any assistance in relation to a personal requirement, medical condition or neurological difference during our selection process then please let us know. 

Together, we can make this the best job you’ll ever have. 

We Offer

Our culture

We live and breathe our four values – friendly, confident, partnering and straightforward – and genuinely care about out people, clients, community and the environment.

Job satisfaction

Every employee can genuinely make a difference and contribute towards achieving our purpose – together, building better futures. Whether that’s helping our clients build more secure financial futures, using your 3 days volunteering or helping us reduce our carbon footprint.

Reward and wellbeing

We offer competitive salaries, a share of company profits and an award-winning benefits package. We also take your mental, physical, social and financial wellbeing seriously, both in and outside of work.

Flexible working

We trust our people to work in a pattern that suits their circumstances with a healthy balance of home and office working.

Latest technology

We use the most up-to-date technology and software to match our ground-breaking business solutions that make life easier for us and our clients.

Career development

There is no linear path – learning opportunities are plentiful and empower you to carve out your own career.

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