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

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• Support platform migrations and onboard new client assets
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• Respond to queries from advisers, paraplanners and administrators across the group
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• Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution
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• Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases
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• Create and amend investment models
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• Process manual trades and fund conversions
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• Produce platform reports and validate data accuracy
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• Submit asset and fund availability requests
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• Assist with complaints handling and error resolution
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• Maintain accurate and up-to-date platform resources and documentation on the intranet
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• Set up and manage staff platform access and permissions
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• Coordinate platform maintenance requirements
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• Handle AML and bank verification queries
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• Liaise with third-party providers and discretionary fund managers
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• Monitor and manage team mailboxes
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• Support ad hoc projects and platform development initiatives as required
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About You

The successful candidate will have:

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• Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred
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• Strong attention to detail and a high level of accuracy
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• Excellent verbal and written communication skills
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• The ability to work effectively in a fast-paced environment
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• Strong organisational skills with the ability to prioritise workloads independently
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• Confidence in identifying and escalating issues where appropriate
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• Strong IT and systems capability
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• The ability to quickly learn and adapt to new software and systems
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• Excellent time management skills and a reliable, professional approach
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What's on Offer?

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• Salary up to £35,000 depending on experience
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• Nationwide opportunities with flexibility to be based from any office location
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• A supportive and collaborative working environment
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• Exposure to platform projects and business improvement initiatives
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• Excellent opportunities for career development and progression
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• The chance to play a key role in the continued growth and evolution of the business
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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.