- Category
- Admin & Office
- Education
- No formal requirements
- Experience
- 1+ years
Have you worked in an administration support role? Do you have excellent attention to detail and accuracy?
If so, read on.
At PlanHappy, we have an exciting new opportunity for an Investment Platform Administrator.
Why PlanHappy?
You would be joining a business that has been delivering happy retirements to thousands of Teessider's for 25 years.
Our successful Financial Planning business, Joslin Rhodes, has been named the ‘Best Financial Advisers to Work For’ (Professional Adviser Award 2023).
About the role
As an Investment Platform Administrator, you’ll be responsible for the setting up and maintaining client’s platform records, including checking eligibility and product illustrations as well as managing client fees.
And, given you’re at the front line of clients’ investment portfolios and time ‘in the market’ is crucial, you’ll need to be up for:
Timely and accurate onboarding of platform and product switches and processing of withdrawals and deposits.
Completing platform due diligence checks.
Professional communications to clients, using templates and following best practice.
Identifying and helping resolve any technical issues.
Raising ideas and implement improvements and efficiencies wherever possible.
What it takes to be a successful Investment Platform Administrator with PlanHappy:
You pay an excellent attention to detail.
You are positive, resilient and have a cool, calm head.
You are organised, have excellent time management skills and can multi-task.
You have high standards and always do what you say you will.
You take responsibility and get things done.
You have excellent communication and interpersonal skills.
You enjoy working as part of a team and take pride in your work.
You are comfortable sharing ideas and implementing change.
If you think you tick these boxes, here’s what your typical day could look like:
Regularly monitoring email inboxes for important updates.
Contacting providers by telephone for progress updates.
Completing all necessary administration tasks promptly and correctly for new and existing clients.
Actioning and monitoring client withdrawals and contributions.
Platform housekeeping checks.
Logging all interactions in the PlanHappy Portal.
Providing all necessary advice and support to the wider team.
Job Type: Full-time office based
Benefits:
Company pension
Free parking
Life insurance
On-site parking
Private medical insurance
Benefits:
Company pension
Life insurance
On-site parking
Private medical insurance
Application question(s):
We can only consider applicants who possess the 'Right to Work' authorisation and are currently residing in the UK.
The role is exclusively full-time and office-based in Stockton-on-Tees. Please confirm your interest in the role based on this requirement.
Applicants must reside within a 30-minute commutable distance of our offices in Stockton-on-Tees?
Work Location: In person
