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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 a passion for customer service.
- Other info: Gain training and resources to enhance your skills in a collaborative setting.
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, 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.
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.
- Perform 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.
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.
Senior IFA Administrator employer: Hoxton Wealth
Contact Detail:
Hoxton Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior IFA Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you to someone at Hoxton Wealth.
✨Tip Number 2
Prepare for interviews by researching Hoxton Wealth and understanding their tech and tax-led approach. Be ready to discuss how your skills align with their mission and how you can contribute to their team.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects in previous roles. This will demonstrate your ability to handle the responsibilities of a Senior IFA 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 Senior IFA Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior IFA Administrator role. 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 financial services and how your background makes you a great fit for Hoxton Wealth. Keep it engaging and personal – we love to see your personality!
Showcase Your Attention to Detail: As a detail-oriented role, it's crucial to demonstrate your attention to detail in your application. Double-check for typos and ensure your documents are well-organised. This reflects the high standards we uphold at StudySmarter.
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, it shows you’re proactive – a quality we admire!
How to prepare for a job interview at Hoxton Wealth
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial products and services. Being able to discuss these confidently will show that you’re not just a paper pusher but someone who understands the industry.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in the past. Highlighting your organisational skills will be key, as this role requires a high level of attention to detail and the ability to juggle various responsibilities.
✨Communicate Like a Pro
Practice your communication skills before the interview. You’ll need to demonstrate that you can handle client inquiries and resolve issues effectively, so think of scenarios where you’ve done this successfully.
✨Be Ready to Discuss Compliance
Familiarise yourself with industry regulations and compliance requirements. Being able to talk about these topics will show that you’re serious about maintaining standards and keeping clients' interests at heart.