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- Tasks: Support strategic projects to enhance Platform Services and improve data integrity.
- Company: Join a dynamic firm managing over £25 billion in assets with a collaborative culture.
- Benefits: Competitive salary, professional development, and a chance to make a real impact.
- Other info: Opportunity for career growth in a supportive and evolving environment.
- Why this job: Be part of a growing team that values innovation and efficiency in financial services.
- Qualifications: 2-3 years experience in wealth management and a passion for financial services.
The predicted salary is between 35000 - 45000 £ per year.
Exciting opportunity to play an important role in the delivery of strategic projects to improve our Platform Services as we continue to grow our business and implement new systems, policies and controls to improve our data integrity enabling greater levels of data usage to shape future decisions.
With over £25 billion in assets under management (AUM), a team of c.400 professionals across 5 global offices, W1M specialises in working with high-net-worth and ultra-high-net-worth individuals and families, charities, and institutions. We are continuing to expand with ambitious plans to double our AUM in the next 4 years based on the foundation of the quality of advice and services we provide to our clients, alongside peer-leading investment performance. Internally we are a highly collaborative organisation free from the politics and bureaucracy of larger firms that gives everyone the opportunity to make a real difference and enhance the way we work.
Key Accountabilities:
- To support the Head of Platform Services in the delivery of objectives relating to W1M’s Model Portfolios and Funds held on Platform.
- Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios.
- Internal system(s) updates post-rebalancing of model portfolios on platforms.
- External third-party data provider updates post-rebalancing of model portfolios on platforms.
- Developing and operationalising controls related to the Model Portfolio Business.
- Third Party Fund set ups on multiple platforms.
- Execution of investment instructions from IFAs on platforms that are not fully automated.
- New IFA platform set ups/permissions.
- Assisting the Head of Platform Services with the relationship management of multiple platforms.
- Production and oversight of various weekly / monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy.
- Managing the setting up of six-monthly W1M Governance Meetings with multiple platforms.
- Management of the Freshdesk Workflow Inbox for the Platform Services Team.
The role reports to the Head of Platform Services within the Middle Office and will involve the direct execution of many of the processes mentioned above. The Platform Services Team is a new team that is evolving; therefore, it is important to note that the Platform Services Specialist role will involve the execution of and/or participation in other associated investment management activities as required by Middle Office. The role participates in the overarching Middle Office objective of reducing manual processes, improving efficiency and through this, supporting the cost-effective growth of W1M.
Background/Experience and Competencies Required:
- 2-3 years + Front / Middle Office / Advisor IFA support experience in wealth management in an administration / operational capacity preferred.
- Relevant industry qualification (e.g. CISI) or willingness to work towards such qualification.
- Familiar with desktop delivered technology.
- An enthusiasm and aptitude for Financial Services and a general understanding of trends and tools in the industry.
- Both an operational and development focus – understanding the importance of controlled processes together with the ability to envisage and plan for the future.
- An understanding of the importance of data management and data integrity.
- Good communication skills and a natural networker. Able to operate with senior front office stakeholders as well as operations teams.
- Good knowledge of asset / wealth management.
- Security and confidentiality aware.
Equal Opportunity Statement:
W1M is an equal opportunities employer and in accordance with the rules regarding discrimination in the Equality Act 2010, we welcome applications from all suitably qualified persons.
Platform Services Specialist in City of London employer: W1M Wealth & Investment Management
Contact Detail:
W1M Wealth & Investment Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Platform Services Specialist in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who work in wealth management or have ties to W1M. A friendly chat can sometimes lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching W1M’s recent projects and initiatives. Show us that you’re genuinely interested in how they operate and how you can contribute to their goals, especially around data integrity and platform services.
✨Tip Number 3
Practice your communication skills! Since the role involves liaising with various stakeholders, being able to articulate your thoughts clearly and confidently will set you apart. Consider mock interviews with friends or mentors.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining the team at W1M.
We think you need these skills to ace Platform Services Specialist in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Platform Services Specialist role. Highlight relevant experience in wealth management and any operational roles you've had. We want to see how your background aligns with our needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about this opportunity at W1M and how you can contribute to our goals. Keep it concise but impactful – we love a good story!
Showcase Your Skills: Don’t forget to showcase your skills that are relevant to the role, like data management and communication. We’re looking for someone who can operate effectively with both front office stakeholders and operations teams, so let us know how you fit the bill!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at W1M Wealth & Investment Management
✨Know Your Stuff
Make sure you brush up on your knowledge of wealth management and the specific responsibilities of a Platform Services Specialist. Familiarise yourself with key terms and concepts, especially around data integrity and model portfolios, as these will likely come up during the interview.
✨Show Your Enthusiasm
Let your passion for financial services shine through! Talk about why you're excited about the role and how you can contribute to the team’s goals. Mention any relevant experiences that demonstrate your enthusiasm and aptitude for the industry.
✨Prepare Questions
Have a few thoughtful questions ready to ask your interviewers. This shows that you’re genuinely interested in the company and the role. You might want to ask about their plans for expanding the Platform Services Team or how they measure success in this position.
✨Highlight Your Communication Skills
Since the role involves working with various stakeholders, be prepared to discuss your communication style and how you’ve successfully collaborated with others in the past. Share examples that showcase your ability to network and build relationships within a professional setting.