Wealth Services Administrator: Client & Compliance Support

Hoxton Wealth Group; Liverpool; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Competitive salary

Career growth opportunities

Dynamic and collaborative work env

Supportive and experienced team

Training and development resources

Job summary

Hoxton Wealth Group in the United Kingdom is seeking a Financial Services Administrator to support a busy, client-focused team. You will provide administrative support to financial advisors, manage calendars, onboard clients, and prepare documents to ensure smooth service delivery.

The role requires at least two years in financial services or admin, strong organizational skills, proficiency with Microsoft Office and CRM systems, and excellent communication.

Qualifications

• Minimum of 2 years of experience in a financial services or administrative role.
• Proficient in Microsoft Office and CRM systems.
• Excellent organizational and time-management skills.
• 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

Communication skills

Attention to detail

Team collaboration

Independent work

Tools

CRM systems

Microsoft Office

Job description

Hoxton Wealth Group in the United Kingdom is seeking a Financial Services Administrator to support a busy, client-focused team. You will provide administrative support to financial advisors, manage calendars, onboard clients, and prepare documents to ensure smooth service delivery.

The role requires at least two years in financial services or admin, strong organizational skills, proficiency with Microsoft Office and CRM systems, and excellent communication.