Financial Services Administrator: Client & Ops Champion

Hoxton Wealth Group; Lichfield; On-site; GBP 26,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Dynamic and collaborative work环境

Supportive and experienced team

Training and skill development

Job summary

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join our team on a full-time basis. The role involves supporting financial advisors and clients, coordinating onboarding, and maintaining accurate client records.

You will communicate with clients, prepare documents, and contribute to compliant, efficient operations within a dynamic wealth management environment.

Qualifications

• Minimum of 2 years of experience in a financial services or administrative role.
• Solid 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 and compliance 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 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.

Skills

Organizational skills

Time-management

Communication skills

Teamwork

Attention to detail

Tools

Microsoft Office

CRM systems

Job description

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join our team on a full-time basis. The role involves supporting financial advisors and clients, coordinating onboarding, and maintaining accurate client records.

You will communicate with clients, prepare documents, and contribute to compliant, efficient operations within a dynamic wealth management environment.