At a Glance
- Tasks: Support financial advisors and clients with administrative tasks and ensure smooth operations.
- Company: Join Hoxton Wealth, a global leader in financial services with a tech-driven approach.
- Benefits: Enjoy a competitive salary, career growth opportunities, and a dynamic work environment.
- Other info: Collaborative culture with training resources to enhance your professional journey.
- Why this job: Make a real impact in the financial world while developing your skills in a supportive team.
- Qualifications: 2+ years in financial services, strong organisational skills, and a passion for customer service.
The predicted salary is between 30000 - 40000 £ per year.
Hoxton Wealth is a global financial services firm with offices in key locations, including Cyprus, the United States, the United Kingdom, Dubai, South Africa, Australia & Asia. The company leverages a tech and tax‑led approach to financial planning, combining innovative technology solutions with deep expertise in tax‑efficient strategies to deliver comprehensive wealth management services. With over $4 billion in assets under management (AUM), Hoxton Wealth is committed to helping clients achieve their financial objectives through personalized investment solutions, cross‑border financial planning, and long‑term strategies for wealth growth and preservation.
We are seeking a highly organized and detail‑oriented Financial Services Administrator to join our team on a full‑time basis. The ideal candidate will have a strong background in financial services and a passion for providing exceptional customer service. This role will involve working closely with our financial advisors and clients to ensure the smooth operation of our financial services.
Key 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
- 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
- Competitive salary and benefits package
- Opportunities for career growth and development
- Dynamic and collaborative work environment
- Supportive and experienced team
- Training and resources to enhance skills and knowledge
IFA Administrator (London) employer: Hoxton Wealth
Hoxton Wealth is an exceptional employer, offering a dynamic and collaborative work environment in the heart of London. With a strong commitment to employee growth, we provide comprehensive training and resources to enhance your skills, alongside a competitive salary and benefits package. Join our supportive team and be part of a global financial services firm that values innovation and excellence in wealth management.
