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Reed
Chelmsford
Reed Financial Services are pleased to be representing a firm seeking to add a Platform Administrator to their growing team on a Hybrid working arrangement and a salary up to £25k per annum. This role is pivotal in providing platform administration support to colleagues and customers, managing client transfers, and overseeing transactional process
Job Source: ReedFocus Resourcing
Billericay
Administrator required to support a busy Collections Team in ensuring clients payment structures are as requested. This position is paying an annual salary of up to £25,000, plus yearly bonus up to £2000. Working hours are Monday - Friday, 9.00am - 5.30pm, offering hybrid working; 2 days at home. This role is suitable for a candida
Job Source: Focus ResourcingPure Resourcing Solutions Limited
Chelmsford
Pure are working with a growing organisation who are looking for a organised Administrator to join their team. This role is a fixed term Materntity Cover for 12 months part time. Main Duties: Organise monthly team meetings; complete meeting minutes and distribute to all staff Maintain office supplies (stationery, cleaning products, drinks etc) Ma
Job Source: Pure Resourcing Solutions LimitedTriConnex
Braintree
We are currently seeking an organised and proficient Administrator to join our established Land Rights team. If you have solid administration and coordination skills and seek a fast-paced and rewarding role, this may be suitable for you! So, what will you be doing ? As Administrator, you will play a crucial role in providing client support for the
Job Source: TriConnexRecruit UK
Chelmsford
Job Title : Administrator Industry : Financial Services Location : Chelmsford Salary : Up to £23,000 Job Ref : 9060 Job Description : Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or London. If you are lo
Job Source: Recruit UKOffice Angels
South Woodham Ferrers
Administrator £26,000 per annum South Woodham Ferrers Monday-Friday, 8am-5pm *Must be a car driver due to location Are you a highly organised and efficient Administrator looking for an exciting opportunity to work for an industry leader? If you are passionate about providing exceptional administrative support and possess excellent communication s
Job Source: Office AngelsFocus Resourcing
Billericay
Administrator required to support a busy Collections Team in ensuring clients payment structures are as requested. This position is paying an annual salary of up to £25,000, plus yearly bonus up to £2000. Working hours are Monday - Friday, 9.00am - 5.30pm, offering hybrid working; 2 days at home. This role is suitable for a candidate with previous
Job Source: Focus ResourcingPursuit Resources Group
Braintree
If you have a flair for organisation, enjoy working in a fast paced environment and can hit the ground running then keep reading!! The successful candidate must have a keen eye for detail, be versatile and have the ability to face any challenge head on. Responsibilities Essentially you will ensure the smooth running of the office on a day-to-day ba
Job Source: Pursuit Resources GroupChelmsford
Reed Financial Services are pleased to be representing a firm seeking to add a Platform Administrator to their growing team on a Hybrid working arrangement and a salary up to £25k per annum. This role is pivotal in providing platform administration support to colleagues and customers, managing client transfers, and overseeing transactional processes.
Day to Day of the Role:
Monitor internal and external mailboxes, managing queries through to completion.
Provide support and answer queries via the platform helpline for external customers.
Assist with transactional processing and technical queries.
Regularly update customers on the progress of outstanding transactions.
Liaise with platform providers to progress transactions and keep customers informed.
Act as a liaison between platform providers and the company for issues and escalations.
Process Third Party Letter of Authority requests, platform account exits, and death notifications within agreed SLAs.
Review platform accounts and data reports, identifying discrepancies and taking necessary action.
Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
Maintain accurate client records and data for reporting purposes.
Support online trading and cash account monitoring for other company platforms.
Contribute to team efforts by developing processes, creating guidance documents, and providing feedback.
Required Skills & Qualifications:
Experience in an administrative role within Financial Services.
Proficiency in Microsoft Office products including Word, Excel, Outlook, and PowerPoint.
Strong organisational skills with a flexible and proactive approach.
Excellent communication skills, both written and verbal.
High accuracy and attention to detail.
Ability to work independently and show initiative.
Desirable: Experience with Investment Wrap Platforms, monitoring and processing platform cash levels and trading, and using back-office and ticketing systems.
Benefits:
Salary up to £25k per annum
Opportunities for personal and professional development.
Supportive team environment.
Exposure to a dynamic financial services industry.
To apply for the Platform Administrator position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Email Alert for Platform Administrator jobs in Chelmsford
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