Wealth management advisor Work, Jobs in Liverpool, Msy (with Salaries)

Administrator
Hoxton Wealth —Liverpool
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
5d
Paraplanner
Hoxton Wealth —Liverpool
- Microsoft Office
- Analysis skills
- Bachelor's degree
Quick apply
5d
IFA Administrator
TEMPLEGATE RECRUITMENT —Liverpool
- £28,000 - £35,000 a year
- IT
- School
- Time management
3d
Deskside Support Engineer (Liverpool)
Investec —Liverpool
- Azure
- Microsoft Office
- Continuous improvement
Health & Safety Advisor / Manager
AmcoGiffen —Warrington
- £40,000 - £65,000 a year
- Weekend availability
- Civil engineering
- Driving
- Construction
- Life insurance
Quick apply

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Administrator

Hoxton Wealth
Liverpool

Quick apply

Job details

Full-time
5 days ago

Qualifications

CRM software
Microsoft Office
Administrative experience
Financial services
Communication skills
Tax experience
Time management

Full job description

Position: Financial Services 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, 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.

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.

Quick apply

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wealth management advisor jobs in liverpool, msy

Administrator

Paraplanner

IFA Administrator

Deskside Support Engineer (Liverpool)

Health & Safety Advisor / Manager

Other jobs to consider

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