UA-185291695-1 Platform Services Associate, Jobs, 366

Platform Services Associate

Financial planning - Leeds, Yorkshire and the Humber

Ref: 366Thursday 16 December 2021

£20,000 - £23,000

You will be joining an award-winning team of Independent Financial Advisers as a Platform Associate in their Leeds office. The firm provides a personal, independent and bespoke wealth management service to high net worth clients.


Company discretionary bonus scheme; Full-time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch, 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period, Company Pension Scheme, Private Healthcare*, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing program, Bike to Work Scheme, Full support with professional qualifications

The team has in place career paths for everyone in the business depending on their ambitions. They run both Paraplanning and Adviser Academy each year where people who are interested who have developed the level of technical knowledge required will be invited to join the Academy.

If this is not what you are looking for they also provide people with paths to Senior Technical Admin or Management positions and as a growing business with growth plans in place for the next 5 years there is plenty of opportunities.


Job Purpose

To provide full administrative & helpdesk support to the Investment Platform and  Wealth portal, as well as additional support services to trading, data, and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy.

Key Responsibilities

Be the technical helpdesk support for Investment Champion.

Provide backup support to third-party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus.

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


Contact and liaise with relevant product providers/third parties 



Significant operational experience within the Financial Services industry.

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