Liverpool, England, United Kingdom · On-site
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 t…
Skills: Platform administration, Investment operations, Transaction processing, Portfolio rebalancing, Corporate event processing
Sydney, New South Wales, Australia · On-site
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, and Australia. The company leverages a tech…
Skills: Client Servicing, CRM Management, Financial Administration, Australian Regulatory Standards, Communication Skills
Liverpool, England, United Kingdom · Hybrid
About Hoxton Tax Hoxton Tax is the Tax division of Hoxton Wealth, providing specialist advice to entrepreneurs, owner-managed businesses, high-net-worth individuals, internationally mobile clients, families and their tru…
Skills: Statutory Accounts Preparation, Corporation Tax Compliance, VAT Compliance, Client Relationship Management, Management Accounts
Dubai, Dubai, United Arab Emirates · Hybrid
About Hoxton Tax Hoxton Tax is the Tax division of Hoxton Wealth, providing specialist advice to high-net-worth individuals, internationally mobile clients, families, and their Trusts. We work closely with Hoxton Wealth …
Skills: UK Personal Tax, Income Tax, Capital Gains Tax, Inheritance Tax, Private Client Taxation
Dubai, Dubai, United Arab Emirates · On-site
About Hoxton Wealth Hoxton Wealth is an international wealth management group serving expatriate and globally mobile clients. The group operates across seven regulated jurisdictions — the UK (FCA), Australia (ASIC), Cypr…
Skills: Corporate Governance, Company Secretarial, Statutory Filings, Board Administration, Multi-jurisdictional Compliance
Sydney, New South Wales, Australia · On-site
About the Role Hoxton Wealth is seeking a skilled and dynamic Financial Advisor to join our established Australia team. In this role, you will work collaboratively within an existing group of professionals to service a p…
Skills: Financial Planning, Client Relationship Management, Investment Strategy, Retirement Planning, Insurance Planning
Dubai, Dubai, United Arab Emirates · On-site
About Hoxton Wealth Hoxton Wealth is a global financial planning firm with over $4 billion in client assets and offices across the UK, US, Cyprus, Dubai, South Africa, Australia and Asia. We combine cross-border tax expe…
Skills: Financial Planning, Adviser Development, Performance Management, Onboarding, Process Design
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The Platform Administrator supports the day-to-day operations of the investment platform, including transaction processing, portfolio rebalancing, and asset transfers. They are also responsible for performing routine reconciliations, ensuring regulatory compliance, and liaising with internal teams and third-party custodians.
Previous experience in a financial services or administrative role is desirable, along with an understanding of investment products. Candidates should possess strong organizational skills and a willingness to work towards professional qualifications such as CISI or CII.
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.
The Platfrom Administrator supports the day-to-day operations of Hoxton Wealth UK Limited's Model B investment platform arrangement, custodied by BNY Pershing.
This role provides operational support during both the platform integration phase and ongoing business-as-usual activities. The individual will assist in processing transactions, maintaining accurate records, and supporting platform workflows covering but not limited to client onboarding, trade order placement inc. portfolio rebalancing, corporate event processing, and asset transfers.
Support the operational delivery of the Model B platform arrangement with BNY Pershing.
Assist in the execution and maintenance of platform workflows (onboarding, dealing, transfers, rebalancing). .
Assist with portfolio rebalancing activities in line with model portfolios.
Process asset transfers (cash and in-specie), ensuring completeness and accuracy.
Support ISA subscriptions, and ongoing wrapper administration via alongside third parties
Monitor and track transactions to ensure timely completion and resolution of outstanding items.
Perform routine reconciliations (cash, assets, and trades) and escalate discrepancies.
Liaise with internal teams (operations, advisers, dealing) to ensure efficient workflow.
Respond to queries from internal stakeholders, BNY Pershing and third parties as required.
Escalate operational issues, errors, or delays to the Operations Manager or Head of Operations.
Ensure all activities comply with internal policies and FCA regulatory requirements.
Contribute to process improvements and operational efficiency initiatives.
Capture daily management information statistics
Previous experience in a financial services or administrative role is desirable.
Experience within a UK wealth management firm, investment platform, or operations environment would be advantageous.
An understanding of investment products and financial services is preferred. Progress towards, or willingness to undertake, relevant professional qualifications (e.g. CISI or CII) is desirable.
Strong attention to detail and commitment to accuracy.
Good organisational and time management skills.
Ability to manage multiple tasks and meet deadlines.
Willingness to learn and develop within a platform/operations environment.
Strong communication and teamwork skills.
Proactive and adaptable approach to work
Strong regulatory awareness
International financial advice, investments, tax, and retirement planning, powered by award-winning wealthtech.
The Future of Wealth Management: International financial advice, investments, tax, and retirement planning, powered by award-winning wealthtech. Where innovation meets expertise to secure your financial future. Hoxton Wealth provides unparalleled personal financial advice to expatriate clients living globally. Hoxton Wealth is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding your financial future. Founded by UK qualified financial advisers, Hoxton Wealth offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. Hoxton Wealth offers financial support across three stages: - Wealth Protection - Wealth Creation - Wealth Preservation
Offices: Global, OO · Dubai, AE · London, GB · Austin, Texas, US · Sydney, New South Wales, AU
International financial advice, investments, tax, and retirement planning, powered by award-winning wealthtech.
The Future of Wealth Management: International financial advice, investments, tax, and retirement planning, powered by award-winning wealthtech. Where innovation meets expertise to secure your financial future. Hoxton Wealth provides unparalleled personal financial advice to expatriate clients living globally. Hoxton Wealth is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding your financial future. Founded by UK qualified financial advisers, Hoxton Wealth offers a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. Hoxton Wealth offers financial support across three stages: - Wealth Protection - Wealth Creation - Wealth Preservation
Offices: Global, OO · Dubai, AE · London, GB · Austin, Texas, US · Sydney, New South Wales, AU
