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Platform Administrator (Bath, Gloucester, Chelmsford, Mansfield) - BW-2047

£22000 - £25000 p.a. DoE plus discretionary bonus
Platform Administrator
Bath, Gloucester, Chelmsford, Mansfield
£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
  • 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
Bath / Gloucester / Chelmsford / Mansfield
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: