UA-185291695-1 Platform Services Manager, Jobs, 367

Platform Services Manager

Financial planning - Leeds, Yorkshire and the Humber

Ref: 367Thursday 16 December 2021

Up to £32,000

You will be joining an award-winning team of Independent Financial Advisers as a Platform Service manager within 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


As Platform Services Manager you will be supporting the ‘Head of Platform Services’ to improve the platform support provided to both Client Services, Advisers, and the end client. Ensuring the teams are productive and high-performing.


Youwill be responsible for leading the platform support function conducted in Leeds, that provide full  administrative & helpdesk support

The ideal candidate will have the ability to create and maintain an efficient team culture to support the business needs. The candidate should be comfortable multitasking and working cross-functionally with  different business areas, as well as building meaningful relationships with external suppliers



Ability to assist in managing key operational business processes and develop performance  measures, operational KPI's, MI and reporting to key stakeholders

Proven experience within Financial Services

Proven experience in a management / senior management position