Are you driven, detail-oriented, and looking to advance your career? Our client, a rapidly growing wealth management firm, is looking for a Platform Assistant to join their dynamic team. Responsibilities: Manage platform operations, including helpdesk support and adviser queries Oversee CRM updates, client communications, and migration processes Conduct audits on platform accounts, fees, and cash flow monitoring Liaise with the platform provider and handle system error logs Improve processes, draft training guides, and ensure compliance with SLAs About you: Strong telephone and written communication skills Solid understanding of investment platforms Excellent organisation, prioritisation, and attention to detail Analytical, problem-solving, and able to work under pressure If you’re looking to grow in the financial services sector and thrive in a fast-paced environment, we’d love to hear from you