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Platform Administrator

NJR Recruitment·Alderley Edge (North West England)
£30 000 – £35 000 / year
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Job description

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.

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Original source
reed.co.uk
Posted
Jul 06, 2026 · true date
Last verified
3 hours ago
Quality score
65/100
Salary stated30
Company identified0
applyUrl0
postedAt15
Complete description20

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