Platform Administrator

Location Bradford-on-Avon
Job type: Permanent
Salary: £0.0
Contact name: Imogen Hewitt

Contact email:
Job ref: 779
Published: about 2 months ago
JOB TITLE: Platform Administrator
LOCATION: Trowbridge
SALARY: £25,000-£30,000

White Horse are pleased to be working with a rapidly growing, well respected Wealth Management company on an exciting new full time role as a Platform Administrator.

This client is looking for a well presented and experienced platform administrator who will bring excellent organisational qualities and a confident, professional manner to their team. The perfect candidate will be able to think on their feet, and possess a flexible approach in a fast paced environment.


Duties and responsibilities include but are not limited to:

  • Monitering the platform regularly for completion of work in progress, ensuring everything is kept up to date
  • Preparing and producing sign up paperwork for new clients
  • Producing pre-sale product illistrations and summaries to support the paraplanner
  • Assisting with the production and maintenance of internal procedure guides for wrap processes, and to ensure these remain up to date


Skills, Qualifications & Experience required:

  • Previous experience of working in a financial services is essential
  • Knowledge of Pension and Investment products (SAP, ISA'S, General Investment Accounts)
  • Excellent organisation skills and telephone manner 
  • Previous experience using Platforms (Standard Life Wrap is an advantage)
  • Industry recognised qualification 

Please note this role is solely office based, and remote working is not an option. 


If this sounds like a role that would be of interest, please apply now!