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About the Role
Hoxton Wealth is seeking a highly experienced Senior IFA Administrator to lead the London administrative function, manage office operations, and provide advanced administrative support to financial advisors. This role involves team leadership, client servicing, and ensuring compliance with regulatory requirements.
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
Requirements
- 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
Skills
- Microsoft Office
- CRM systems
- KYC/AML
- Diary management
- Client servicing
- Team leadership
- Office management
- Regulatory compliance
Location
- London
Work Type
- Full-time
Experience Level
- Senior
- 5+ years
Benefits
- 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
About the Company
- 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.