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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 growth.
- Other info: Be part of a new team with excellent career advancement potential.
- Why this job: Make a real impact in a fast-growing team focused on innovation and efficiency.
- Qualifications: 2-3 years 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.
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 Slough 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 Slough
✨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 us you’re genuinely interested in how you can contribute to their growth and efficiency.
✨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, it shows you’re serious about joining our team and contributing to our exciting journey.
We think you need these skills to ace Platform Services Specialist in Slough
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 sure to mention your enthusiasm for financial services and data integrity.
Showcase Your Skills: Don’t forget to highlight your communication skills and ability to work with senior stakeholders. We value good networkers who can collaborate effectively, so make sure to give examples of how you've done this in the past.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
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 like Model Portfolios, data integrity, and investment instructions. This will show that you're not just interested in the role but also understand its significance.
✨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 platform services. 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 demonstrates your proactive approach and eagerness to engage with the company’s goals.
✨Highlight Your Experience
Be ready to discuss your previous experience in front or middle office roles, especially any relevant operational tasks. Use specific examples to illustrate how you've contributed to efficiency and data management in past positions. This will help them see how you can add value to their team.