At a Glance
- Tasks: Manage financial platforms and deliver exceptional customer service in a hybrid role.
- Company: Join a leading financial services infrastructure provider transforming investment platforms.
- Benefits: Hybrid work model, competitive salary, and opportunities for career progression.
- Other info: Dynamic environment with a focus on process improvement and client relationships.
- Why this job: Be part of a mission to enhance user experience in financial services.
- Qualifications: Experience in financial services platform administration and strong customer service skills.
The predicted salary is between 30000 - 40000 £ per year.
Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Our client is focused on delivering good outcomes for their customers through exceptional service levels.
Offered on a hybrid basis: 3 days in the office / 2 days at home.
Key Responsibilities- Manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed.
- Prior financial services platform experience for ISA / JISA / GIA / VCT is essential for this role.
- Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range.
- Deliver accurate regulatory and client reporting.
- Conduct daily banking reconciliations and processes.
- Contribute to process improvement initiatives.
- Provide technical input on system enhancements.
- Build and maintain strong relationships with clients.
- Support strategic projects as needed.
- Proven administration and customer service in a financial services operations environment offering a range of financial products.
- Exceptional attention to detail with strong compliance awareness.
- Outstanding written and verbal communication abilities.
- Career focus on financial services progression.
- Flexibility for occasional client site visits.
- Resilience and composure in high-pressure situations.
- Self-motivated with strong independent working capabilities.
- Advanced organisational skills with ability to manage competing priorities.
- Proficient with Microsoft Office applications.
Platform Specialist in Wimborne Minster employer: Morris Sinclair Recruitment
Join a dynamic and innovative financial services infrastructure provider that prioritises employee growth and development. With a hybrid working model, you will enjoy the flexibility of working from home while being part of a collaborative office environment three days a week. The company fosters a culture of excellence, offering exceptional service levels and a commitment to automation, ensuring that you can thrive in your role as a Platform Specialist while contributing to meaningful outcomes for clients.
Contact Details:
Morris Sinclair Recruitment Recruitment Team
