Platform Administrator

Our client, a growing and forward-thinking wealth management platform, is looking to appoint an experienced Operations Administrator to support its investment platform and MiFID business across GIA and ISA products.

This is a fantastic opportunity for someone with experience across investment operations, client administration and/or trading operations to take ownership of a broad operational remit within a growing business.

You’ll be responsible for the full operational lifecycle, from client onboarding, AML/KYC and account administration through to dealing, trade settlement, corporate actions, income and dividend processing, fees and client servicing.

• Experience in investment or financial services operations within a regulated environment.
• Strong knowledge of client onboarding, AML/KYC and account administration.
• Experience across dealing/trading operations, settlements and investment servicing.
• Experience performing client money and/or custody asset reconciliations.
• Good understanding of FCA requirements, CASS 6 & 7 and Consumer Duty.
• Strong Excel skills and excellent attention to detail.
• Ability to manage workloads against SLAs and established procedures.
• Strong communication skills with the ability to liaise with advisers, clients and third parties.
• ISA administration, financial crime or MI/governance experience would be advantageous.

• Broad investment operations role covering the full client lifecycle.
• Exposure across trading, settlements, client servicing and CASS.
• Opportunity to join a growing and forward-thinking financial services business.
• Mostly remote working.
• Real opportunity to contribute to the development of the operations function.