Platform Administrator£22,000 - £25,000 p.a. DoE plus discretionary bonusHybrid 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
1. Accountable for monitoring internal and external mailboxes and managing queries through to completion.
2. Accountable for providing support and answering queries via platform helpline for external clients
3. Supporting with transactional processing and technical queries.
4. Keeping clients regularly updated on the progress of outstanding transactions and managing any technical queries directly with the external platform provider.
5. Responsible for processing Third Party Letter of Authority requests within agreed SLAs.
6. Responsible for processing platform accounts Exits and Death notifications tracking and supporting closures through to completion, within agreed SLAs
7. Reviewing platform accounts and data reports, specifically Cash Reporting, on a regular basis, identifying discrepancies and supporting with any necessary action needed
8. Issuing Quarterly/Tax Statements and transactional SIPP documentation to Clients,...