Wealth Services Administrator – Client & Compliance in Liverpool

Wealth Services Administrator – Client & Compliance in Liverpool

Liverpool Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Hoxton Wealth

At a Glance

  • Tasks: Support financial advisors with client onboarding and manage team schedules.
  • Company: Hoxton Wealth, a dynamic firm in Liverpool focused on client success.
  • Benefits: Competitive salary, collaborative environment, and career growth opportunities.
  • Why this job: Join a supportive team and make a difference in clients' financial journeys.
  • Qualifications: 2+ years of experience in financial services and knowledge of financial products.

The predicted salary is between 30000 - 40000 Β£ per year.

Hoxton Wealth in Liverpool is seeking a Financial Services Administrator to provide administrative support to financial advisors. The ideal candidate will have at least 2 years of experience and a strong understanding of financial products and services.

Responsibilities include:

  • Client onboarding
  • Managing schedules
  • Ensuring smooth operations within the team

This full-time position offers a competitive salary and a collaborative work environment with opportunities for career growth.

Wealth Services Administrator – Client & Compliance 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.

Hoxton Wealth

Contact Details:

Hoxton Wealth Recruitment Team

We think you need these skills to ace Wealth Services Administrator – Client & Compliance in Liverpool

Administrative Support
Client Onboarding
Financial Products Knowledge
Schedule Management
Team Collaboration
Attention to Detail
Communication Skills