Platform Administrator
£22,000 - £25,000 p.a. DoE plus discretionary bonus
Hybrid Working
This is a great opportunity to join a dynamic Chartered Financial Planning firm in a role supporting the Platform team
Role Overview
To be responsible for providing platform administration supporting colleagues and clients - specifically managing client transfers and transactional processes.
Key Responsibilities
* Accountable for monitoring internal and external mailboxes and managing queries through to completion.
* Accountable for providing support and answering queries via platform helpline for external clients
* Supporting with transactional processing and technical queries.
* Keeping clients regularly updated on the progress of outstanding transactions and managing any technical queries directly with the external platform provider.
* Responsible for processing Third Party Letter of Authority requests within agreed SLAs.
* Responsible for processing platform accounts Exits and Death notifications tracking and supporting closures through to completion, within agreed SLAs
* Reviewing platform accounts and data reports, specifically Cash Reporting, on a regular basis, identifying discrepancies and supporting with any necessary action needed
* Issuing Quarterly/Tax Statements and transactional SIPP documentation to Clients,
* Monitoring, and escalating Platform client transfers following agreed procedures.
* Maintaining data on the Back Office system in line with the company processes
* Online Trading support for other company platforms for money movements and investing regular contributions.
* Cash Account monitoring and reporting.
About You
Essential Requirements
* Experience in an administrative role within Financial Services.
* Experience of working in a small to medium sized financial services environment.
* Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
* Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business.
* Ability to consistently deliver within service standards.
* Strong organisational skills, flexible and proactive approach to getting the job done.
* Strong interpersonal skills, both written and verbal communication.
* Excellent accuracy and attention to detail.
* Proven ability to work on own initiative.
Desirable Requirements
* Experience of working with Investment Wrap Platforms
* Experience of monitoring and processing Platform cash levels and trading
* Experience of using back-office and ticketing systems
* Experience of working in an environment of significant change
Benefits:
* 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
* Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
* Group Life Assurance and Pension Scheme
* Private medical Insurance
* Group Income Protection