Financial Services Administrator: Client Onboarding & Admin

The Hoxton; Liverpool; Vor Ort; GBP 28.000 - 34.000; Vollzeit

Benefits dieser Stelle

Competitive salary

Career growth opportunities

Dynamic and collaborative work env

Training and resources to enhance your

Supportive and experienced team

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Organizational skills

Time-management

Communication skills

Interpersonal skills

Attention to detail

Teamwork & independence

Tools

Microsoft Office

CRM systems

Jobbeschreibung

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.