Head of Platform Services

We are privileged to be working within a highly respected Investment Management organisation who proud themselves in focussing on client/customer relationships with the ethos being to help individuals with investment and financial planning, and provide technology to make things simple and clear.

Based in the heart of the City and due to ongoing expansion and also due to an internal move, they are now seeking a new Head of Platform Services.

This high profile role will see you lead and manage the hybrid-location based team who support to their platform clients. Senior platform service managers will report into you, who manage a team of platform service managers. On a daily basis you will provide support, training and mentoring to the Platform Service team to enable them to deliver service excellence. The role will also see you working across the business, engaging with their Platform Relationship Managers, BAMs and BDMs to continuously improve the service offered and have a deep understanding of client needs. The will also include regular interactions with the operations, risk and transformation functions.

Additionally but not limited to, you will also

• Lead and organise the team in the undertaking testing of the platform for new releases and make recommendations for improvements to the process. Ensure test scripts are maintained and kept up to date
• Make recommendations for changes and improvements to the platform. Including exploring new technology (such as AI) to support our service excellence goal
• Business readiness - as their transformation programme delivers ensure the team understand any system and or process changes and can successfully deploy new functionality to our users.

As someone who already possesses proven leadership and team building skills, it is essential that you possess extensive knowledge of the UK platform market, including the regulatory environment

You will be someone with assertiveness and tenacity combined with diplomacy and sensitivity, to build and maintain good relationships with clients, wealth managers and colleagues across the company. Additionally, you will have the ability to drive through and ensure that necessary actions are taken to service the clients, whilst maintaining positive relationships with them and within the company

Offering an outstanding and generous remuneration, this is only a brief job description and further details are available.