Platform Investment Administrator

IFA Administrator - Bromsgrove, West Midlands

Ref: 757Wednesday 29 June 2022

£18,000 - £25,000

This is a brilliant opportunity to join a national financial planning firm. You will be responsible for the timely and accurate placement of client’s investment instructions onto platforms in accordance with the team’s processes and internal policies and other requirements.


  • Assisting in the production of accurate client facing material to be distributed to clients as an integral part of asset migration projects
  • Processing of fund switches on investment platforms within prescribed timescales, whilst being highly attentive to detail and delivering an impeccable client experience
  • Extraction of client data from investment platforms and third parties
  • Using Excel and Access, analysing, interpreting and challenging information gathered in order assist in the delivery of asset migration projects
  • Complying with the relevant Compliance, TCF, T&C, GDPR, MIFID and Financial Crime Procedures of the firm at all times


  • Experience using investment platforms
  • Advanced experience in using Excel is essential, with the ability to use macros, formulas and reformat large data sets
  • Having an analytical and methodical approach to work with particular emphasis to the details is essential
  • Highly organised and work well with sizeable volumes of work, often working to tight deadlines, whilst maintaining speed and accuracy
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