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- 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.
- Why this job: Be part of a supportive team and make a real impact in the financial services industry.
- Qualifications: 2+ years in financial services, strong organisational skills, and excellent communication.
- Other info: Gain training and resources to enhance your skills in a collaborative setting.
The predicted salary is between 36000 - 60000 £ 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, and Australia. 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 £2.5 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.
Job Overview: 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.
Qualifications:
- 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.
We Offer:
- 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.
If you are passionate about the financial services industry and have a strong background in administration, we encourage you to apply for this exciting opportunity. Join our team at Hoxton Wealth and help us provide exceptional financial services to our clients.
Administrator (London) employer: Hoxton Wealth
Contact Detail:
Hoxton Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Administrator (London)
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching Hoxton Wealth and understanding their approach to financial planning. Tailor your answers to show how your skills align with their values and needs, especially in customer service and administration.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to boost your confidence. Focus on articulating your experience in financial services and how it relates to the role of an Administrator.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at Hoxton Wealth.
We think you need these skills to ace Administrator (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of Financial Services Administrator. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the financial services industry and how your background makes you a perfect fit for Hoxton Wealth. Keep it engaging and personal, so we get a sense of who you are.
Showcase Your Attention to Detail: As an Administrator, attention to detail is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to present their work neatly and accurately, as it reflects the quality we strive for at Hoxton Wealth.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find all the info you need about the position and our company there!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial products and services. Hoxton Wealth is looking for someone with a strong background in this area, so be prepared to discuss your experience and how it relates to their offerings.
✨Showcase Your Organisational Skills
As an Administrator, being organised is key. Bring examples of how you've managed calendars, scheduled appointments, or handled multiple tasks efficiently. This will demonstrate your ability to keep things running smoothly.
✨Prepare for Client Interactions
Since the role involves communicating with clients, think about how you would handle inquiries or resolve issues. Be ready to share past experiences where you provided exceptional customer service, as this is crucial for the position.
✨Familiarise Yourself with Compliance
Understanding industry regulations is a plus for this role. Do some research on relevant compliance requirements in financial services, and be prepared to discuss how you stay updated on these matters.
