Position: Senior IFA Administrator
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.
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