Wealth Management Admin Specialist

Hoxton Wealth Group; Liverpool; On-site; GBP 25,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Collaborative work environment

Training and resources to enhance your

Job summary

Hoxton Wealth is seeking a highly organized Financial Services Administrator to join our team on a full-time basis in the United Kingdom. You will provide administrative support to financial advisors, manage calendars, prepare client documents, and assist with onboarding and account opening processes.

Responsibilities include maintaining client records, updating accounts and transactions in our systems, preparing reports, handling inquiries professionally, and collaborating with the team to

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.
• Outstanding communication and interpersonal skills.
• Proficient in Microsoft Office and CRM systems.
• 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

Attention to detail

Interpersonal skills

Independent & team player

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 in the United Kingdom. You will provide administrative support to financial advisors, manage calendars, prepare client documents, and assist with onboarding and account opening processes.

Responsibilities include maintaining client records, updating accounts and transactions in our systems, preparing reports, handling inquiries professionally, and collaborating with the team to