Investment / Platform Administrator

Investment / Platform Administrator

North London - Salary depending on experience.

A leading private client management firm who offer expert investment advice and strategy are looking to recruit an experienced financial services administrator to work within their growing platform team.

This is an excellent opportunity to join a busy team where you will have hands on experience helping clients manage their investment portfolios.

Specifics of the role will include -

• Onboarding new clients onto the platform ensuring their transfer and implementation is a smooth process.

• Processing all client trades, including transfers, withdrawals and payments. Ensure all company procedures are followed and correctly recorded.

• Liaise with internal financial planning and private client departments ensuring excellent client support is maintained. • Attend internal meetings and action any support required.

• Liaise with third party providers, action client requirements and update the team accordingly.

This is an excellent opportunity to join a company who will invest in your development and take an active role in progressing your career within financial services. They have also taken a modern approach to working environment and culture, offering hybrid & flexible working, wellbeing support & initiatives and an excellent benefits package.

To apply for this position you must have financial services administrative / client support experience.

For more information, please contact Richard Garbett.