Morris Sinclair Recruitment
Hampreston, Dorset
Jun 10, 2026
Full time
Client Service Analyst / Platform Administrator - ISA / JISA / GIA / VCT - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels. Offered on a a hybrid basis 3 days in the office / 2 days at home. Key Responsibilities The successful candidate will 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. Core responsibilities include: Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range. Delivering accurate regulatory and client reporting Conducting daily banking reconciliations and processes Resolve product administration queries Contribute to process improvement initiatives Provide technical input on system enhancements Build and maintain strong relationships with clients Support strategic projects as needed Required Experience & Qualities 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 Strong educational background, degree-level preferred Financial services qualifications advantageous