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, 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 experienced Senior IFA Administrator to take on a dual role combining advanced administrative support, team leadership, and office management responsibilities. This position is ideal for a professional with at least 5 years' experience in a similar financial services environment who is ready to step into a leadership role while continuing to directly support selected financial advisors.
The successful candidate will oversee the London administrative function, ensure smooth day-to-day office operations, and act as a key point of contact for both advisors and clients.
Key Responsibilities:
- Provide high-level administrative support to financial advisors, including complex diary management, meeting coordination, and preparation of client documentation
- Directly support one to two senior financial advisors with end-to-end client servicing
- Lead and supervise the London-based administrative team, providing guidance, oversight, and mentoring
- Allocate workloads, monitor team performance, and ensure high standards of accuracy and service delivery
- Manage the full client onboarding and account opening process, ensuring compliance with all regulatory requirements
- Act as a primary escalation point for client queries and resolve complex issues in a timely and professional manner
- Oversee the maintenance and accuracy of client records, transactions, and reporting within internal systems
- Review and approve client reports, statements, and documentation before distribution
- Ensure adherence to industry regulations, compliance standards, and internal procedures
- Identify and implement improvements to administrative processes and workflows
- Take responsibility for office management duties, including coordination of facilities, suppliers, and day-to-day operational needs
- Support marketing initiatives, including event coordination and oversight of local social media activity
- Collaborate with internal stakeholders across departments to ensure seamless operations
- Handle additional senior administrative and operational tasks as required
Qualifications:
- Minimum of 5 years' experience in a financial services administrative role, preferably within an IFA or wealth management environment
- Demonstrated experience in supervising or mentoring team members
- Strong understanding of financial products and services
- Solid knowledge of regulatory and compliance requirements (KYC/AML experience preferred)
- Excellent organizational and time-management skills, with the ability to manage multiple priorities
- Advanced proficiency in Microsoft Office and CRM systems
- Strong leadership, interpersonal, and communication skills
- Ability to work independently while also leading a team effectively
- High level of attention to detail, accuracy, and accountability
- Experience with office or operations management is highly desirable
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.