Platform Administrator
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
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.
9. Monitoring and escalating Platform client transfers following agreed procedures.
10. Maintaining data on the Back Office system in line with the company processes.
11. Online Trading support for other company platforms for money movements and investing regular contributions.
12. Cash Account monitoring and reporting.
About You
1. Experience in an administrative role within Financial Services.
2. Experience of working in a small to medium sized financial services environment.
3. Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint, or similar tools.
4. Desire to deliver exceptional service at all times and a strong focused approach to achieving the best outcome for the client and the business.
5. Ability to consistently deliver within service standards.
6. Strong organisational skills, flexible and proactive approach to getting the job done.
7. Strong interpersonal skills, both written and verbal communication.
8. Excellent accuracy and attention to detail.
9. Proven ability to work on own initiative.
10. Experience of working with Investment Wrap Platforms.
11. Experience of monitoring and processing Platform cash levels and trading.
12. Experience of using back-office and ticketing systems.
13. Experience of working in an environment of significant change.
Benefits
1. 25 working days in addition to the normal Bank Holidays, plus 1 extra day’s holiday for each year of service up to 28 days.
2. Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
3. Group Life Assurance and Pension Scheme.
4. Private medical Insurance.
5. Group Income Protection.
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