Financial Services Admin: Growth, Compliance & Client Care

Hoxton Wealth Group; Greater London; On-site; GBP 28,000 - 36,000; Full time

Job summary

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join the team on a full-time basis in Greater London. The role involves supporting financial advisors, onboarding clients, and handling day-to-day administrative tasks to ensure smooth operations.

The successful candidate will have at least 2 years of experience in financial services or administrative roles, strong organizational skills, and proficiency with Microsoft Office and CRM systems.

Qualifications

• Minimum of 2 years of experience in financial services or administrative role.
• Strong understanding of financial products and services.
• Excellent organizational and time-management skills.
• Proficiency in Microsoft Office and CRM systems.
• Outstanding communication and interpersonal skills.
• Ability to work independently and as part of a team.
• High level of attention to detail and accuracy.
• Knowledge of industry regulations is a plus.

Responsibilities

• Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents.
• Assist with client onboarding and account opening processes.
• Communicate with clients to gather necessary information and documents for account maintenance and transactions.
• Monitor and update client accounts and transactions in our systems.
• Prepare and distribute reports and statements to clients.
• Handle client inquiries and resolve issues in a timely and professional manner.
• Maintain accurate and organized client records.
• Assist with marketing efforts, including coordinating events and managing social media accounts.
• Stay up-to-date on industry regulations and compliance requirements.
• Collaborate with team members to improve processes and procedures.
• Other administrative tasks as needed.

Skills

Organizational skills

Communication skills

Attention to detail

Teamwork

Independence

Regulatory knowledge

Tools

Microsoft Office

CRM systems

Job description

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join the team on a full-time basis in Greater London. The role involves supporting financial advisors, onboarding clients, and handling day-to-day administrative tasks to ensure smooth operations.

The successful candidate will have at least 2 years of experience in financial services or administrative roles, strong organizational skills, and proficiency with Microsoft Office and CRM systems.