{"id":4124012,"url":"https://alion.io/job/hoxton-wealth-ifa-administrator-lichfield","title":"IFA Administrator (Lichfield)","company":{"id":3912408,"name":"Hoxton Wealth","domain":"hoxtonwealth.com","url":"https://alion.io/company/hoxtonwealth","size_band":"51-200","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Manatal","truth_index":null},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Lichfield, United Kingdom"],"countries":["GB"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-11-12T01:04:53Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-12T01:04:53Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Position: Financial Services Administrator\nCompany Overview:\nHoxton 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.\nJob Overview:\nWe 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.\nKey Responsibilities:\n- Provide administrative support to financial advisors, including scheduling appointments, managing calendars, and preparing client documents\n- Assist with client onboarding and account opening processes\n- Communicate with clients to gather necessary information and documents for account maintenance and transactions\n- Monitor and update client accounts and transactions in our systems\n- Prepare and distribute reports and statements to clients\n- Handle client inquiries and resolve any issues in a timely and professional manner\n- Maintain accurate and organized client records\n- Assist with marketing efforts, including coordinating events and managing social media accounts\n- Stay up-to-date on industry regulations and compliance requirements\n- Collaborate with team members to improve processes and procedures\n- Other administrative tasks as needed\nQualifications:\n- Minimum of 2 years of experience in a financial services or administrative role\n- Strong understanding of financial products and services\n- Excellent organizational and time-management skills\n- Proficient in Microsoft Office and CRM systems\n- Outstanding communication and interpersonal skills\n- Ability to work independently and as part of a team\n- High level of attention to detail and accuracy\n- Knowledge of industry regulations and compliance is a plus\nWe Offer:\n- Competitive salary and benefits package\n- Opportunities for career growth and development\n- Dynamic and collaborative work environment\n- Supportive and experienced team\n- Training and resources to enhance skills and knowledge\nIf you are passionate about the financial services industry and have a strong background in administration, we encourage you to apply for this exciting opportunity. 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