IFA Administrator (London)

Hoxton Wealth Group; Greater London; Sur place; GBP 28 000 - 36 000; Plein temps

Résumé du poste

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join the team on a full-time basis in Greater London. The role involves supporting financial advisors, onboarding clients, and handling day-to-day administrative tasks to ensure smooth operations.

The successful candidate will have at least 2 years of experience in financial services or administrative roles, strong organizational skills, and proficiency with Microsoft Office and CRM systems.

Qualifications

• Minimum of 2 years of experience in financial services or administrative role.
• Strong 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 is a plus.

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.
• Other administrative tasks as needed.

Connaissances

Organizational skills

Communication skills

Attention to detail

Teamwork

Independence

Regulatory knowledge

Outils

Microsoft Office

CRM systems

Description du poste

Position: Financial Services Administrator

Company Overview:

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.

Job Overview:

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.

Key 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

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
• 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

We Offer:

• 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