Wealth Services Administrator & Client Onboarding

Hoxton Wealth Group; Greater London; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Career growth

Collaborative environment

Training resources

Supportive team

Job summary

Hoxton Wealth Group is seeking a Financial Services Administrator to join our team on a full-time basis in the Greater London area. You will provide essential administrative support to financial advisors, assist with client onboarding, and help maintain client records.

The role emphasizes regulatory awareness, accuracy, and strong client service in a dynamic wealth management environment. The ideal candidate will have at least 2 years in financial services or admin roles, excellent

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.

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

Microsoft Office

CRM systems

Communication skills

Interpersonal skills

Regulatory knowledge

Attention to detail

Teamwork

Financial product knowledge

Tools

Microsoft Office

CRM systems

Job description

Hoxton Wealth Group is seeking a Financial Services Administrator to join our team on a full-time basis in the Greater London area. You will provide essential administrative support to financial advisors, assist with client onboarding, and help maintain client records.

The role emphasizes regulatory awareness, accuracy, and strong client service in a dynamic wealth management environment. The ideal candidate will have at least 2 years in financial services or admin roles, excellent