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Platform Administrator

Flair for Recruitment

Our client, a growing and forward-thinking wealth management platform, is looking to appoint an experienced Operations Administrator to support its investment platform and MiFID business across GIA and ISA products. This is a fantastic opportunity for someone with experience across investment operations, client administration and/or trading operations to take ownership of a broad operational remit within a growing business. The Role You’ll be responsible for the full operational lifecycle, from client onboarding, AML/KYC and account administration through to dealing, trade settlement, corporate actions, income and dividend processing, fees and client servicing. Experience in investment or financial services operations within a regulated environment. Strong knowledge of client onboarding, AML/KYC and account administration. Experience across dealing/trading operations, settlements and investment servicing. Experience performing client money and/or custody asset reconciliations. Good understanding of FCA requirements, CASS 6 & 7 and Consumer Duty. Strong Excel skills and excellent attention to detail. Ability to manage workloads against SLAs and established procedures. Strong communication skills with the ability to liaise with advisers, clients and third parties. ISA administration, financial crime or MI/governance experience would be advantageous. Why Apply? Broad investment operations role covering the full client lifecycle. Exposure across trading, settlements, client servicing and CASS. Opportunity to join a growing and forward-thinking financial services business. Mostly remote working. Real opportunity to contribute to the development of the operations function. #J-18808-Ljbffr

Vacancy posted 1 day ago
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