Platform Administrator

Reed Financial Services are pleased to be representing a firm seeking to add a Platform Administrator to their growing team on a Hybrid working arrangement and a salary up to £25k per annum. This role is pivotal in providing platform administration support to colleagues and customers, managing client transfers, and overseeing transactional processes.

Day to Day of the Role:

• Monitor internal and external mailboxes, managing queries through to completion.
• Provide support and answer queries via the platform helpline for external customers.
• Assist with transactional processing and technical queries.
• Regularly update customers on the progress of outstanding transactions.
• Liaise with platform providers to progress transactions and keep customers informed.
• Act as a liaison between platform providers and the company for issues and escalations.
• Process Third Party Letter of Authority requests, platform account exits, and death notifications within agreed SLAs.
• Review platform accounts and data reports, identifying discrepancies and taking necessary action.
• Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
• Maintain accurate client records and data for reporting purposes.
• Support online trading and cash account monitoring for other company platforms.
• Contribute to team efforts by developing processes, creating guidance documents, and providing feedback.

Required Skills & Qualifications:

• Experience in an administrative role within Financial Services.
• Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
• Strong organisational skills with a flexible and proactive approach.
• Excellent communication skills, both written and verbal.
• High accuracy and attention to detail.
• Ability to work independently and show initiative.
• Desirable: Experience with Investment Wrap Platforms, monitoring and processing platform cash levels and trading, and using back-office and ticketing systems.

Benefits:

• Salary up to £25k per annum
• Opportunities for personal and professional development.
• Supportive team environment.
• Exposure to a dynamic financial services industry.

To apply for the Platform Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.