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Investment Platform Administrator - Leading Private Client Firm

Capture Recruitment Ltd
Posted 12 hours ago, valid for 14 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A prestigious private client management firm in North London is expanding its platform team and is seeking candidates with financial services administration experience.
  • The role involves managing client investment portfolios, ensuring seamless service delivery, and processing trades while collaborating with financial planning and private client teams.
  • Candidates should have a strong understanding of platform operations and attention to detail, with a focus on client service excellence.
  • The position offers a salary of £35,000 to £45,000, depending on experience, and requires at least 2 years of relevant experience.
  • The firm promotes a modern work-life balance with hybrid working options, comprehensive wellbeing support, and clear career progression paths.

Ready to join a forward-thinking investment firm that truly values its people?

Our client, a prestigious private client management firm in North London, is expanding their platform team. They've created an environment where modern working practices meet traditional investment excellence - offering hybrid working, wellbeing initiatives, and genuine career development.

Your Impact: You'll be at the heart of their platform operations, managing client investment portfolios and ensuring seamless service delivery. From orchestrating smooth client onboarding to handling complex platform transfers, you'll be instrumental in maintaining the firm's reputation for excellence.

Working collaboratively with financial planning and private client teams, you'll process trades, manage transfers, and coordinate with third-party providers. It's a role where attention to detail meets client service excellence.

What Makes This Different? This isn't just another platform role. You'll be joining a firm that's embracing the future of work while maintaining the highest standards in investment management. They understand that happy employees make for excellent client service, which is why they offer:

• A modern, flexible approach to work-life balance • Comprehensive wellbeing support • Excellent benefits package • Clear career progression paths • Supportive team environment

Your Background: We're looking for someone who brings financial services administration experience, combined with a passion for client service. Your understanding of platform operations and attention to detail will be valued here.

The Culture: Think modern investment firm meets progressive workplace. This is a company that's serious about investment management but also serious about creating an environment where people thrive.

Location: North London Hours: Full-time with flexible working - 3 days in the office.

Contract: Permanent

Ready to Take the Next Step? If you're looking to develop your platform administration career in an environment that values both professional excellence and personal wellbeing, we'd love to hear from you.

Sector: Financial Services - Investment Management Required: Must be eligible to work in the UK

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.