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Senior Financial Services Coordinator

1 month ago

Liverpool, Liverpool, United Kingdom Hoxton Wealth Full time

Hoxton Wealth is a leading global financial services firm with a strong presence in key international locations. With a tech and tax-led approach to financial planning, the company combines innovative technology solutions with deep expertise in tax-efficient strategies to deliver comprehensive wealth management services.

The company has around £2 billion in assets under management (AUM) and 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 Summary

We are seeking an experienced and organized Senior Financial Services Coordinator 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.

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.
  • Assist with marketing efforts, including coordinating events and managing social media accounts.
Requirements
  • A minimum of 2 years of experience in a financial services or administrative role.
  • A strong understanding of financial products and services.
  • Proficient in Microsoft Office and CRM systems.
What We Offer

A competitive salary of £40,000 - £60,000 per annum, depending on experience.

Opportunities for career growth and development.

Training and resources to enhance skills and knowledge.