Financial Services Administrator & Client Experience Lead in Liverpool

Financial Services Administrator & Client Experience Lead in Liverpool

Liverpool Full-Time On-site
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Hoxton Wealth is seeking a meticulous Financial Services Administrator to support our advisory team in Liverpool. The role focuses on scheduling, onboarding, client communications, and maintaining accurate records to ensure smooth client journeys.

You will work closely with financial advisors, manage calendars, prepare client documents, and assist with reporting and marketing activities while staying compliant with industry regulations.

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Financial Services Administrator & Client Experience Lead in Liverpool employer: Hoxton Wealth Group

Hoxton Wealth is an exceptional employer, offering a dynamic and collaborative work culture that thrives on high energy and ambition. With a strong focus on employee growth, the company provides unique opportunities for career progression and development, supported by competitive packages and benefits such as visa support in Dubai, medical cover, and access to long-term incentive plans. Joining Hoxton means being part of a forward-thinking, technology-driven firm where your contributions directly impact the people agenda across multiple global locations.

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Contact Details:

Hoxton Wealth Group Recruitment Team