operations manager Darlington, North East England, England
Job description
This Platform Operations Administrator job provides an exciting opportunity to join a growing Financial Planning business in Darlington.
This is a very varied role, where you will work closely with your team within Platform Operations and in the wider business to ensure the platforms operate smoothly. You will be supporting the team with the following responsibilities:
- Provide service support to Financial Advisors regarding illustrating and transacting business on to the platforms
- Flag any exceptions to Financial Advisors
- Provide support to the wider business on a project basis
- Monitor and maintain onboarding checks for clients
- Ensure trading and cash transaction requests are fulfilled in a timely manner
- Maintain procedures and other related documents for the platform
- Completing general administration tasks, such as sending general letters, data entry, updating systems, scanning etc
- Receiving incoming calls from and making outgoing calls to internal staff, third-party providers and client
Platform Operations Administrator Requirements
- You must have experience in customer service and be comfortable speaking with people over the telephone
- You must be strong at problem solving and be able to raise issues to seniors when spotted
- You must be numerate
- Ideally, you will have some experience in Financial Services or have an understanding of investments and pensions
- You must be diligent and must remain diligent when doing tedious or repetitive duties
The Company
This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.
Platform Operations Administrator Benefits
- Salary of £23,500 plus annual bonus
- Plus company benefits including 9% employer pension contribution (no mandatory employee contribution)
- Hybrid working with 60/40 split of office and home working
- Excellent career progression, with individual development plans shaped around your desired career path
Locations
Darlington
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Job Types: Full-time, Permanent
Salary: £23,500.00 per year
Benefits:
- Company pension
- Work from home
Schedule:
- Monday to Friday
Ability to commute/relocate:
- Darlington, Durham: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Reference ID: POA.S.Da
