The Private Office LLP is seeking an administrator/helpdesk professional to support the TPO Invest Platform and TPO Wealth portal, delivering accurate, compliant service with a focus on quality. You will be the first point of contact, handle email and phone queries, support advisory platforms, and assist with data and reporting across Platform Services, while ensuring SLAs and regulatory standards are met.
Full time hours are 35 per week, with a discretionary bonus and a range of employee
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Platform Support Specialist - Finance & Data in Leeds employer: The Private Office LLP
Join our award-winning firm in London, where we prioritise your growth and development through our unique Financial Planning Graduate Scheme. With hands-on experience, mentorship from seasoned professionals, and a supportive work culture, you'll gain invaluable skills while working towards your Chartered Financial Planner ambitions. Enjoy a comprehensive benefits package, including private healthcare and a structured development programme, all within a vibrant city that offers endless opportunities for personal and professional enrichment.