At a Glance
- Tasks: Support daily operations of a cutting-edge investment platform and assist with client transactions.
- Company: Join Hoxton Wealth, a global leader in financial services with a tech-driven approach.
- Benefits: Gain valuable experience in finance, with opportunities for professional growth and development.
- Other info: Enjoy a collaborative environment with a focus on innovation and efficiency.
- Why this job: Be part of a dynamic team that shapes the future of wealth management.
- Qualifications: Experience in financial services is a plus; eagerness to learn is essential.
The predicted salary is between 27000 - 33000 £ per year.
Company Overview: 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.
Role Summary: The Platform Administrator supports the day-to-day operations of Hoxton Wealth UK Limited's Model B investment platform arrangement, custodied by BNY Pershing. This role provides operational support during both the platform integration phase and ongoing business-as-usual activities. The individual will assist in processing transactions, maintaining accurate records, and supporting platform workflows covering but not limited to client onboarding, trade order placement inc. portfolio rebalancing, corporate event processing, and asset transfers.
Key Responsibilities:
- Support the operational delivery of the Model B platform arrangement with BNY Pershing.
- Assist in the execution and maintenance of platform workflows (onboarding, dealing, transfers, rebalancing).
- Assist with portfolio rebalancing activities in line with model portfolios.
- Process asset transfers (cash and in-specie), ensuring completeness and accuracy.
- Support ISA subscriptions, and ongoing wrapper administration via alongside third parties.
- Monitor and track transactions to ensure timely completion and resolution of outstanding items.
- Perform routine reconciliations (cash, assets, and trades) and escalate discrepancies.
- Liaise with internal teams (operations, advisers, dealing) to ensure efficient workflow.
- Respond to queries from internal stakeholders, BNY Pershing and third parties as required.
- Escalate operational issues, errors, or delays to the Operations Manager or Head of Operations.
- Ensure all activities comply with internal policies and FCA regulatory requirements.
- Contribute to process improvements and operational efficiency initiatives.
- Capture daily management information statistics.
Experience and Qualifications: Previous experience in a financial services or administrative role is desirable. Experience within a UK wealth management firm, investment platform, or operations environment would be advantageous. An understanding of investment products and financial services is preferred. Progress towards, or willingness to undertake, relevant professional qualifications (e.g. CISI or CII) is desirable.
Key Skills and Competencies:
- Strong attention to detail and commitment to accuracy.
- Good organisational and time management skills.
- Ability to manage multiple tasks and meet deadlines.
- Willingness to learn and develop within a platform/operations environment.
- Strong communication and teamwork skills.
- Proactive and adaptable approach to work.
- Strong regulatory awareness.
Platform Administrator in Liverpool employer: Hoxton Wealth
Hoxton Wealth is an excellent employer, offering a vibrant work culture that fosters collaboration and innovation. With a strong focus on employee growth, we provide ample opportunities for professional development and advancement within the company. Located in a thriving area, our team enjoys a supportive environment that values each member's contributions to corporate governance.
StudySmarter Expert Advice🤫
We think this is how you could land Platform Administrator in Liverpool
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Hoxton Wealth. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Platform Administrator in Liverpool
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Hoxton Wealth.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Hoxton Wealth's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Hoxton Wealth
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Hoxton Wealth.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Hoxton Wealth will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Hoxton Wealth employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
