Financial Administrator, Mansfield (BW-2047)

Platform Administrator
£22,000 - £25,000 p.a. DoE plus discretionary bonus
Hybrid Working

This is a great opportunity to join a dynamic Chartered Financial Planning firm in a role supporting the Platform team

Role Overview

To be responsible for providing platform administration supporting colleagues and clients - specifically managing client transfers and transactional processes.

Key Responsibilities

• Accountable for monitoring internal and external mailboxes and managing queries through to completion.
• Accountable for providing support and answering queries via platform helpline for external clients
• Supporting with transactional processing and technical queries.
• Keeping clients regularly updated on the progress of outstanding transactions and managing any technical queries directly with the external platform provider.
• Responsible for processing Third Party Letter of Authority requests within agreed SLAs.
• Responsible for processing platform accounts Exits and Death notifications tracking and supporting closures through to completion, within agreed SLAs
• Reviewing platform accounts and data reports, specifically Cash Reporting, on a regular basis, identifying discrepancies and supporting with any necessary action needed
• Issuing Quarterly/Tax Statements and transactional SIPP documentation to Clients,
• Monitoring, and escalating Platform client transfers following agreed procedures.
• Maintaining data on the Back Office system in line with the company processes
• Online Trading support for other company platforms for money movements and investing regular contributions.
• Cash Account monitoring and reporting.

About You

Essential Requirements

• Experience in an administrative role within Financial Services.
• Experience of working in a small to medium sized financial services environment.
• Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the client and the business.
• Ability to consistently deliver within service standards.
• Strong organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Excellent accuracy and attention to detail.
• Proven ability to work on own initiative.

Desirable Requirements

• Experience of working with Investment Wrap Platforms
• Experience of monitoring and processing Platform cash levels and trading
• Experience of using back-office and ticketing systems
• Experience of working in an environment of significant change

Benefits:

• 25 working days in addition to the normal Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days
• Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year
• Group Life Assurance and Pension Scheme
• Private medical Insurance
• Group Income Protection