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- Tasks: Manage client relationships and provide support for platform services in a dynamic environment.
- Company: Join a respected Investment Management firm focused on simplifying financial planning for clients.
- Benefits: Enjoy a modern office atmosphere, potential for remote work, and opportunities for professional growth.
- Why this job: Be part of a team that values outstanding service and client satisfaction while developing your skills.
- Qualifications: Knowledge of the UK platform market and experience in platform administration are preferred.
- Other info: This is a 12-month fixed term contract with potential for further opportunities.
The predicted salary is between 43200 - 72000 £ per year.
We are privileged to be working within a highly respected Investment Management organisation who pride themselves on focusing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear.
Based in the heart of the City with a modern relaxed but professional environment and due to ongoing developments, they are now seeking a Financial Services Platform Services Manager to join them on an initial 12-month fixed term contract where you will be responsible for:
- Providing office based front line servicing and support to their platform clients.
- Liaising extensively with financial planners, paraplanners and wealth managers (intermediaries), where you will develop ongoing strong relationships built on outstanding service for all and any queries that your clients and their clients have with the platform.
- Taking ownership of queries; analyse, research, and provide solutions using knowledge of the systems and processes.
- Ensuring all client and intermediary communication is accurate, appropriate, and delivered at the right time, including emails, letters, and platform updates.
- Inputting, manipulating, and maintaining data on the platform and client relationship management systems to perform required service tasks which can include processing ISA subscriptions and payment instructions in line with HMRC and company policies.
- Assisting in the testing of the development of the platform including writing and maintaining user acceptance testing scripts.
- Evaluating, improving and streamlining the processes and procedures for servicing platform business.
You will also work closely with the Platform Relationship Managers and Operations team to provide excellent customer service to the intermediary practices.
Already possessing knowledge of the UK platform market, including the regulatory environment, coupled with experience of platform administration, including tax wrappers, any experience of retail investments and investment management (including operational knowledge) would be advantageous.
Additionally, you will be someone who has the ability to build ongoing relationships, manage client expectations and be able to plan, organise, actively listen to, troubleshoot and resolve customer queries.
This is only a brief job description and further details are available.
Contact Detail:
Dimensions Specialist Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Intermediary Platform Services Manager
✨Tip Number 1
Familiarise yourself with the UK platform market and regulatory environment. Understanding the nuances of this sector will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment management field, especially those who work with financial planners and wealth managers. Building these connections can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships in the past. Highlighting your ability to troubleshoot and resolve queries will showcase your suitability for the role.
✨Tip Number 4
Stay updated on the latest trends and technologies in financial services platforms. Being knowledgeable about current developments will set you apart as a candidate who is proactive and engaged in the industry.
We think you need these skills to ace Intermediary Platform Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services and platform administration. Emphasise your knowledge of the UK platform market and any experience with investment management to align with the job requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your ability to build relationships and manage client expectations. Use specific examples from your past experiences to demonstrate how you can provide outstanding service to clients and intermediaries.
Highlight Relevant Skills: In your application, focus on skills such as problem-solving, communication, and data management. Mention your experience with client relationship management systems and your ability to analyse and resolve queries effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that all information is clear and professional, as attention to detail is crucial in the financial services industry.
How to prepare for a job interview at Dimensions Specialist Recruitment Ltd
✨Know Your Platform Inside Out
Make sure you have a solid understanding of the UK platform market and the specific systems used by the company. Familiarise yourself with common queries and issues that clients face, as well as the solutions you can provide.
✨Demonstrate Relationship-Building Skills
Prepare examples from your past experiences where you've successfully built relationships with clients or colleagues. Highlight your ability to listen actively and manage expectations, as these are crucial for the role.
✨Showcase Your Problem-Solving Abilities
Be ready to discuss how you've handled challenging situations in the past. Use the STAR method (Situation, Task, Action, Result) to structure your answers and demonstrate your analytical skills in resolving client queries.
✨Prepare for Technical Questions
Since the role involves platform administration and data management, brush up on relevant technical knowledge. Be prepared to answer questions about tax wrappers, ISA subscriptions, and any experience you have with user acceptance testing.
