Platform Administrator
Platform Administrator
Nationwide | Based from Any Office Location
Salary: Up to £35,000
An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business.
This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group.
The Role
As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators.
The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment.
Key Responsibilities
- Support platform migrations and onboard new client assets
- Respond to queries from advisers, paraplanners and administrators across the group
- Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution
- Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases
- Create and amend investment models
- Process manual trades and fund conversions
- Produce platform reports and validate data accuracy
- Submit asset and fund availability requests
- Assist with complaints handling and error resolution
- Maintain accurate and up-to-date platform resources and documentation on the intranet
- Set up and manage staff platform access and permissions
- Coordinate platform maintenance requirements
- Handle AML and bank verification queries
- Liaise with third-party providers and discretionary fund managers
- Monitor and manage team mailboxes
- Support ad hoc projects and platform development initiatives as required
About You
The successful candidate will have:
- Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred
- Strong attention to detail and a high level of accuracy
- Excellent verbal and written communication skills
- The ability to work effectively in a fast-paced environment
- Strong organisational skills with the ability to prioritise workloads independently
- Confidence in identifying and escalating issues where appropriate
- Strong IT and systems capability
- The ability to quickly learn and adapt to new software and systems
- Excellent time management skills and a reliable, professional approach
What's on Offer?
- Salary up to £35,000 depending on experience
- Nationwide opportunities with flexibility to be based from any office location
- A supportive and collaborative working environment
- Exposure to platform projects and business improvement initiatives
- Excellent opportunities for career development and progression
- The chance to play a key role in the continued growth and evolution of the business
This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued.
Apply today via NJR Recruitment or call quoting the reference NJR16827
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.