Financial Services Admin: Client Onboarding & Ops

Financial Services Admin: Client Onboarding & Ops

Full-Time 30000 - 33000 Β£ / year (est.) No working from home possible
Hoxton Wealth

At a Glance

  • Tasks: Provide essential admin support to financial advisors and manage client inquiries.
  • Company: Hoxton Wealth, a dynamic team in Greater London.
  • Benefits: Collaborative environment with opportunities for growth and development.
  • Other info: Proficiency in Microsoft Office is a must.
  • Why this job: Join us to thrive in delivering exceptional financial services.
  • Qualifications: Minimum 2 years in financial services and strong organisational skills.

The predicted salary is between 30000 - 33000 Β£ per year.

Hoxton Wealth in Greater London is seeking a Financial Services Administrator to join our dynamic team. The successful candidate will provide essential administrative support to our financial advisors, ensuring smooth operations.

Responsibilities include:

  • Scheduling
  • Managing client inquiries
  • Maintaining accurate records

Ideal applicants will have a minimum of 2 years of experience in financial services, excellent organizational skills, and proficiency in Microsoft Office. Join us to thrive in a collaborative environment focused on exceptional financial services.

Financial Services Admin: Client Onboarding & Ops employer: Hoxton Wealth

Hoxton Wealth is an exceptional employer located in the vibrant Greater London area, offering a collaborative work culture that prioritises employee growth and development. With a focus on providing outstanding financial services, we empower our team members through continuous training and support, ensuring they thrive in their roles while enjoying a fulfilling career path. Join us to be part of a dynamic team where your contributions are valued and recognised.

Hoxton Wealth

Contact Details:

Hoxton Wealth Recruitment Team

We think you need these skills to ace Financial Services Admin: Client Onboarding & Ops

Administrative Support
Client Onboarding
Organizational Skills
Microsoft Office Proficiency
Record Keeping
Scheduling
Client Inquiry Management