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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 opportunities for career growth.
- Other info: Be part of a new team with exciting opportunities to shape the future of our services.
- Why this job: Make a real impact in a growing team focused on innovation and efficiency.
- Qualifications: 2-3 years in wealth management, relevant qualifications preferred, and strong communication skills.
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.
About the Company:
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 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 London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, especially those who work at W1M or similar firms. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by knowing your stuff! Research W1M’s services and recent projects. Show them you’re not just another candidate but someone who genuinely cares about their mission and values.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or use online resources. The more comfortable you are talking about your experience and skills, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Platform Services Specialist in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Platform Services Specialist role. Highlight your 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 role and how you can contribute to our team. Be genuine and let your personality come through – we love that!
Showcase Your Skills: Don’t forget to highlight your skills related to data management and communication. We’re looking for someone who can work well with both front office stakeholders and operations teams, so make sure to mention any relevant experiences.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at W1M Wealth & Investment Management
✨Know Your Stuff
Make sure you understand the key responsibilities of a Platform Services Specialist. Brush up on your knowledge of model portfolios, data management, and the specific platforms mentioned in the job description. This will show that you're not just interested in the role but also prepared to hit the ground running.
✨Show Your Enthusiasm
Let your passion for financial services shine through during the interview. Talk about trends in the industry that excite you and how you can contribute to improving data integrity and operational efficiency. A genuine interest can set you apart from other candidates.
✨Prepare Questions
Have a few thoughtful questions ready to ask your interviewers. Inquire about the team dynamics, the evolution of the Platform Services Team, or how they measure success in this role. This shows that you're engaged and thinking about how you can fit into their culture.
✨Demonstrate Communication Skills
Since good communication is key for this role, practice articulating your thoughts clearly and confidently. Use examples from your past experiences where you've successfully communicated with stakeholders or resolved issues. This will highlight your ability to operate effectively within a collaborative environment.