Financial Services Administrator

The Hoxton; Lichfield; Presencial; GBP 24.000 - 36.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Career growth

Collaborative environment

Supportive team

Training resources

Descripción de la vacante

Hoxton Wealth seeks a highly organized Financial Services Administrator to support our advisory team in the UK. The role involves coordinating appointments, preparing client documents, onboarding new clients, and maintaining accurate records across CRM and systems to ensure smooth client experiences.

Ideal candidates will have 2+ years in financial services or admin, strong communication, and attention to detail, with proficiency in MS Office and CRM tools, and an enthusiasm for staying

Formación

• Minimum of 2 years of experience in a financial services or administrative role.
• Strong understanding of financial products and services.
• Excellent organizational and time-management skills.
• Proficient in Microsoft Office and CRM systems.

Responsabilidades

• 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 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

Conocimientos

Financial services knowledge

CRM systems

Organizational skills

Communication skills

Teamwork

Attention to detail

Herramientas

Microsoft Office

CRM systems

Descripción del empleo

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 any 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

Job Description

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team on a full-time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.

Qualifications

• Minimum of 2 years of experience in a financial services or administrative role
• Strong understanding of financial products and services
• Excellent organizational and time-management skills
• Proficient 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 and compliance is a plus

About Hoxton Wealth

Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia. The company leverages a tech and tax-led approach to financial planning, combining innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services. With over $4 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross-border financial planning, and long-term strategies for wealth growth and preservation.

Compensation & Benefits

Competitive salary and benefits package

• Opportunities for career growth and development
• Dynamic and collaborative work environment
• Supportive and experienced team
• Training and resources to enhance skills and knowledge