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- Tasks: Support platform clients and manage queries with financial planners and wealth managers.
- Company: Join a respected Investment Management firm focused on client relationships and innovative technology.
- Benefits: Enjoy a modern work environment in the City with potential for remote work options.
- Why this job: Be part of a dynamic team that values outstanding service and client satisfaction.
- Qualifications: Knowledge of the UK platform market and experience in platform administration is preferred.
- Other info: This role is a 12-month fixed term contract with opportunities for professional growth.
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.
Intermediary Platform Services Manager employer: Dimensions Specialist Recruitment Ltd
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 problem-solving skills.
✨Tip Number 4
Stay updated on the latest trends and technologies in financial services platforms. Being knowledgeable about current developments will show your enthusiasm for the industry and your readiness to contribute to the team.
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 understanding of client relationships and your ability to provide outstanding service. Mention specific examples of how you've successfully managed client queries or improved processes in previous roles.
Highlight Relevant Skills: In your application, focus on skills such as data manipulation, communication, and problem-solving. These are crucial for the role, so provide examples of how you've used these skills effectively in past positions.
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 key in this industry.
How to prepare for a job interview at Dimensions Specialist Recruitment Ltd
✨Know Your Platform
Familiarise yourself with the specific platform services offered by the company. Understand their features, benefits, and how they compare to competitors. This knowledge will help you answer questions confidently and demonstrate your genuine interest in the role.
✨Build Rapport with Intermediaries
Since the role involves liaising with financial planners and wealth managers, practice how to establish rapport quickly. Prepare examples of how you've successfully built relationships in previous roles, focusing on communication and service excellence.
✨Demonstrate Problem-Solving Skills
Be ready to discuss specific instances where you've taken ownership of a client query and resolved it effectively. Highlight your analytical skills and ability to research solutions, as these are crucial for the role.
✨Understand Regulatory Requirements
Brush up on the UK platform market and relevant regulatory frameworks. Being able to discuss compliance and operational knowledge will show that you are well-prepared and understand the complexities of the financial services industry.
