Financial Services Administrator | Client Relations

The Hoxton; Lichfield; On-site; GBP 24,000 - 36,000; Full time

Benefits offered by this job

Career growth

Collaborative environment

Supportive team

Training resources

Job summary

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

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.

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 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

CRM systems

Organizational skills

Communication skills

Teamwork

Attention to detail

Tools

Microsoft Office

CRM systems

Job description

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