Platform Administrator

Platform Administrator

Nationwide Based from Any Office Location

Salary: Up to £35,000

An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business.

This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group.

The Role

As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators.

The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment.

Key Responsibilities

• Support platform migrations and onboard new client assets
• Respond to queries from advisers, paraplanners and administrators across the group
• Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution
• Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases
• Create and amend investment models
• Process manual trades and fund conversions
• Produce platform reports and validate data accuracy
• Submit asset and fund availability requests
• Assist with complaints handling and error resolution
• Maintain accurate and up-to-date platform resources and documentation on the intranet
• Set up and manage staff platform access and permissions
• Coordinate platform maintenance requirements
• Handle AML and bank verification queries
• Liaise with third-party providers and discretionary fund managers
• Monitor and manage team mailboxes
• Support ad hoc projects and platform development initiatives as required

About You

The successful candidate will have:

• Previous experience within the IFA market and working with provider platforms, with a minimum of three years' experience preferred
• Strong attention to detail and a high level of accuracy
• Excellent verbal and written communication skills
• The ability to work effectively in a fast-paced environment
• Strong organisational skills with the ability to prioritise workloads independently
• Confidence in identifying and escalating issues where appropriate
• Strong IT and systems capability
• The ability to quickly learn and adapt to new software and systems
• Excellent time management skills and a reliable, professional approach

What's on Offer?

• Salary up to £35,000 depending on experience
• Nationwide opportunities with flexibility to be based from any office location
• A supportive and collaborative working environment
• Exposure to platform projects and business improvement initiatives
• Excellent opportunities for career development and progression
• The chance to play a key role in the continued growth and evolution of the business

This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued.

Apply today via NJR Recruitment or call quoting the reference NJR16827

Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer 'no' to key screening questions, we may not be able to contact you.