Job Description
We’re working with a growing wealth management business in Bristol to recruit a Platform Administration Manager.
This is a great opportunity for an experienced platform professional to take ownership of the day-to-day operation and development of an investment platform, while leading a Platform Administration team.
The Role:
- Leading, coaching and developing the Platform Administration team
- Managing the relationship with the external platform technology provider
- Overseeing platform operations, controls, reconciliations and service levels
- Supporting adviser relationships and acting as a key escalation point
- Overseeing model portfolios, DFM relationships and fee accuracy
- Producing management and governance reporting
- Leading platform training for advisers and support teams
- Using AI, data and technology to improve efficiency and client outcomes
- Working with Compliance, Risk and Operations on governance and controls
About You:
- Experience in platform operations or oversight
- Strong knowledge of the UK investment platform and adviser market
- Experience with platform migrations
- Knowledge of model portfolios, DFM services and investment wrappers
- Experience managing third-party technology/service providers
- Previous team leadership experience
- Strong analytical, organisational and communication skills
- A proactive, improvement-focused approach
This is a great opportunity to lead a growing team and have real influence across the wider business.
Platform Administration Manager in Bristol employer: Flair for Recruitment
Join a dynamic and supportive Financial Planning firm that prioritises employee growth and development. With access to a dedicated Financial Planning Academy, you'll have the opportunity to fast-track your career towards Paraplanning and Financial Planning while enjoying a collaborative work culture and regular social events. This role not only offers a blend of technical and client-facing responsibilities but also ensures a fulfilling journey in the thriving financial services sector.
