An exciting opportunity has arisen for a Platform Administrator to join a leading Chartered & fully independent financial planning organisation. Our client is a well-respected financial planning practice that prides itself on offering expert, independent advice. With a strong emphasis on personal development and career progression, this company is committed to providing a supportive and dynamic work environment. Joining this team means becoming a part of a forward-thinking team/organisation where your contributions are valued and your career goals are supported.
As a Platform Administrator, you will play a crucial role in supporting the platform team and ensuring smooth operations for both colleagues and platform customers.
Your primary responsibilities will include:
- Managing client transfers and ensuring the accuracy and efficiency of these processes
- Handling various transactional processes, ensuring they are completed in a timely and accurate manner
- Providing comprehensive platform administration support to colleagues, helping to streamline workflows and improve overall efficiency
- Assisting customers with their inquiries, ensuring they receive exceptional service and support
- Maintaining accurate records and documentation, adhering to compliance and regulatory standards
- Collaborating with the platform team to identify and implement process improvements
Key Requirements:
- Ideally you will have experience in a platform administration role within the financial services industry
- Strong understanding of client transfer processes and transactional workflows
- Excellent attention to detail and organisational skills
- Ability to work effectively both independently and as part of a team
- Strong communication skills, with the ability to provide clear and concise support to colleagues and customers
- Proficiency in using financial platforms and software
- A proactive approach to problem-solving and process improvement
Benefits:
- Basic salary to £25,000, discretionary bonus and company benefits
- Hybrid working
- Opportunity for professional growth and career development
- Supportive and collaborative work environment
- Access to ongoing training and development programs
If you are a detail-oriented and proactive professional with a passion for providing exceptional administration support, we would love to hear from you.