Financial Services Administrator & Client Experience Lead

Hoxton Wealth Group; Liverpool; On-site; GBP 27,000 - 36,000; Full time

Job summary

Hoxton Wealth is seeking a meticulous Financial Services Administrator to support our advisory team in Liverpool. The role focuses on scheduling, onboarding, client communications, and maintaining accurate records to ensure smooth client journeys.

You will work closely with financial advisors, manage calendars, prepare client documents, and assist with reporting and marketing activities while staying compliant with industry regulations.

Qualifications

• Minimum 2 years in 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 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

Financial services knowledge

Organizational skills

Communication skills

Teamwork

CRM systems

Microsoft Office

Tools

CRM systems

Job description

Hoxton Wealth is seeking a meticulous Financial Services Administrator to support our advisory team in Liverpool. The role focuses on scheduling, onboarding, client communications, and maintaining accurate records to ensure smooth client journeys.

You will work closely with financial advisors, manage calendars, prepare client documents, and assist with reporting and marketing activities while staying compliant with industry regulations.