Investment Administrator

We are recruiting on behalf of a growing UK-based financial services and wealth management firm that provides investment solutions and platform services to financial advisers and their clients. The business is expanding and investing in its technology and operations, creating an opportunity for an experienced Platform Administrator to join the team and support the ongoing development of its investment platform.

The Role

The Platform Administrator will play a key role in supporting the day-to-day operations of the firm's investment platform. This is a varied position that combines platform administration, adviser support, operational oversight, and data monitoring.

Key Responsibilities

• Liaise with the platform technology provider on operational matters
• Handle queries from financial advisers and operate the platform helpdesk
• Manage the client services inbox and maintain the platform system
• Update and maintain the back-office CRM and daily task dashboards
• Monitor platform accounts, including cash balances, withdrawals and Direct Debits
• Carry out monthly platform and DFM fee checks and reporting
• Support platform migrations and monitor transfer funds
• Assist with operational reporting, statements and platform documentation
• Maintain error logs and contribute to improving operational processes

Experience & Skills

• Minimum 4 years' experience in the financial services sector
• Good understanding of investment platforms
• Excellent telephone and client communication skills
• Strong written and verbal communication
• Excellent organisation and prioritisation skills with the ability to meet deadlines
• Strong numerical skills and attention to detail
• Good analytical and problem-solving ability
• Ability to work under pressure in a fast-paced environment
• Comfortable liaising with multiple internal teams and external adviser firms

If this sounds like the role for you, apply today!