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- Tasks: Manage client relationships and provide top-notch support for investment platform queries.
- Company: Join a respected Investment Management firm focused on simplifying financial planning for clients.
- Benefits: Enjoy a modern work environment in the City with potential for remote work options.
- Why this job: Be part of a team that values outstanding service and client satisfaction in the finance sector.
- Qualifications: Knowledge of the UK platform market and experience in platform administration is preferred.
- Other info: This is a 12-month fixed term contract with opportunities for professional growth.
The predicted salary is between 36000 - 60000 £ 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 telephone 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.
Investment 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 Investment 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 boost your confidence during interviews but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the investment management field. Attend industry events or join relevant online forums to connect with financial planners and wealth managers, which can provide 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 show that you are proactive and customer-focused.
✨Tip Number 4
Stay updated on the latest technology trends in investment platforms. Being knowledgeable about new tools and systems can set you apart as a candidate who is ready to contribute to the development and improvement of the platform.
We think you need these skills to ace Investment Platform Services Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management and client servicing. Emphasise any previous roles where you liaised with financial planners or managed client relationships.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to provide outstanding service and manage client expectations effectively.
Showcase Relevant Skills: Highlight skills that are crucial for the role, such as data manipulation, problem-solving, and communication. Provide examples of how you've used these skills in past positions to enhance client satisfaction.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. Ensure that all information is clear and professional, reflecting your attention to detail.
How to prepare for a job interview at Dimensions Specialist Recruitment Ltd
✨Know Your Platform
Familiarise yourself with the specific investment platforms and services that the company offers. Understanding their technology and how it simplifies client interactions will show your genuine interest and preparedness.
✨Build Rapport with Intermediaries
Since the role involves liaising with financial planners and wealth managers, practice how you would establish strong relationships. Be ready to discuss your previous experiences in building client relationships and how you can apply those skills here.
✨Demonstrate Problem-Solving Skills
Prepare examples of how you've taken ownership of queries in the past. Highlight your analytical skills and ability to provide solutions, as this is crucial for the role.
✨Understand Regulatory Requirements
Brush up on the UK platform market and relevant regulations. Being knowledgeable about compliance and tax wrappers will not only impress your interviewers but also demonstrate your readiness for the role.
