Platform Service Associate

IFA Administrator - Leeds, Yorkshire and the Humber

Ref: 95Monday 26 July 2021

£20,000 - £25,000

An award-winning team of Independent Financial Advisers are looking for candidates to join their forward-thinking company to provide full administrative & helpdesk support.

 As the first point of contact with high net worth clients, you will have a friendly and approachable manner and take pride in providing a professional, high quality and personal service.

 This is a fantastic opportunity to join a company who will provide you with a career path in Financial Services with full support with professional qualifications and inclusive environment that promotes teamwork at the core of its culture.




Provide an excellent email and telephone support to internal advisers, client services and paraplanners.

To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs.

Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate.

Arrange the setup of internal portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs.

Support the collection of data and/or data feeds for both the back office and the internal portal in order for all relevant valuations to be provided accurately and efficiently. 

Carry out trading requests received from internal teams on the nominated platforms in a timely and accurate way.


To be considered


Experience within the Financial Services industry.

Experience of working with or supporting Platform Providers is preferred but not essential. 

Proficient IT skills in core Microsoft Office systems.