Senior IFA Administrator

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.