Platform Administrator

• Remote ( London once a month )
• Outstanding ethos and culture
• Platform and/or IFA admin experience ideal

Fram Search are working on an exciting opportunity for a Platform Administrator to join an established chartered Wealth manager with offices across the UK. Our client is committed to providing holistic financial planning and investment advice to individuals, households, and trustees. The Platform administrator will be responsible for overseeing platform-related activities across our in-house Investment platform. You will serve as the primary point of contact for all platform-related inquiries, ensuring the smooth and accurate processing of transactions, data, and communications related to the platform. Work closely with the Platform Manager to support the bulk migration of platform assets.
This role will suit someone who is client focused with a high level of attention to detail and enjoys working as part of a team. We have placed a few candidates with this client and have received excellent feedback on the company’s ethos and culture. This role would be suitable for someone with platform and/or IFA admin experience, who wants a role that will offer long term career development and growth.
  
Key Responsibilities:

• Serve as the primary point of contact for all platform-related queries from internal colleagues and clients.
• Oversee the processing of transactions, including trades, transfers, withdrawals, and rebalancing, within the platform.
• Ensure that all platform activities are executed accurately and in a timely manner, maintaining high levels of data integrity and consistency.
• Troubleshoot and resolve platform-related issues, liaising with the support team when necessary.
• Monitor and support the smooth execution of client transfers in and out of the platform, ensuring that all necessary documentation and due diligence are completed.
• Assist with setting up and configuring new client accounts or model portfolios within the platform.
• Act as a liaison between the financial advisers, operations teams, and technical support to resolve platform-related issues efficiently.
• Support the firm’s client-facing teams by providing guidance and assistance related to platform queries or issues that impact clients.

  
A candidate must come from a platform or administration role within an IFA environment. You must have experience and understanding of the platforms available in the UK retail financial services market and the administration they required. You will be proficient in Microsoft applications (Word, Excel & Outlook mainly), with strong communication and skills and an eye for detail and accuracy when working with data. It would be desirable if you had experience of using Intelliflo, and Hubwise, but not essential.