Financial Services Administrator

The Hoxton; Liverpool; Sur place; GBP 28 000 - 34 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Career growth opportunities

Dynamic and collaborative work env

Training and resources to enhance your

Supportive and experienced team

Résumé du poste

Hoxton Wealth is recruiting a detail-oriented Financial Services Administrator in Liverpool to support our financial advisors and clients. You will handle calendars, appointment scheduling, and preparation of client documents within a busy wealth-management environment.

The role also covers client onboarding, information collection for maintenance, and responsive handling of inquiries while maintaining accurate records and contributing to compliance-aware processes.

Qualifications

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

Responsabilités

• 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.

Connaissances

Organizational skills

Time-management

Communication skills

Interpersonal skills

Attention to detail

Teamwork & independence

Outils

Microsoft Office

CRM systems

Description du poste

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

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.

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

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.

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