Role details

Platform Administrator

Northwich   •   £18,000 - £20,000   •  Permanent

Bullet points

  • A leading Wealth Management firm, with over 100 years experience
  • A Platform Administrator is required to undertake all administrative duties

About Our Client

Our Client is a Wealth Management company with over 100 years experience in Financial Services. Based in Northwich, they are looking for a Platform Administrator working with Investment Platforms.

Job Description

Duties of the Platform Administration role include:

  • Accurate and timely data entry of all applicable 'advised' business onto the Platform to specified Service Level Agreements.
  • Accurate and timely processing of withdrawal requests (including internal transfers) and Fund switches.
  • Accurate and timely updating of Intelligent Office with applicable case details.
  • Completion of all other administrative tasks that fall within the remit of the department.
  • Involvement in quality checking of all work undertaken on a daily basis, on an individual and team basis.
  • Involvement in problem solving, reviews of existing processes and testing of new functionality.
  • Close liaison with other departments, to ensure all business processes run smoothly and effectively.
  • Adherence to and updating of, all departmental procedures.
  • Assistance in recording and collating departmental statistics on a daily and monthly basis, where appropriate.
  • Participation in the Company Appraisal and Development Scheme.

The Successful Applicant

The ideal Platform Administrator will be/have:

  • Keen attention to detail.
  • Ability to work quickly and accurately within very tight deadlines.
  • Good team player with the ability to work on own initiative.
  • Flexibility and availability to work overtime during peak workload periods.
  • Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment 'platforms.'
  • Previous data entry and paperwork checking experience desirable.

What's on Offer

The salary on offer is £18k - £20k

Apply for this job

Click the Apply or LinkedIn button below or contact Rebecca Thomaides quoting job reference 13723801
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