Investment Platform Administrator
4 weeks ago
Purpose of the Job:To support Foster Denovo’s Platform Proposition by providing a high-quality administration and support service to the Partners, and central services teams to ensure that they receive a consistently good service.Job Summary:Reporting directly to the Platform Operations Team Leader the candidate will be responsible for managing the Clearview Operations central inbox to ensure all requests and queries are dealt with efficiently and effectively and within service standards.They will liaise with colleagues, central departments including Paraplanners, Client Experience Executives as well as our Platform Provider, TPS, and product providers to obtain the relevant information to be able to implement requests and resolve queries.He/she will also be responsible for setting up and managing access to third party systems. The candidate will be responsible for ensuring accurate and complete data is entered on to the platform within agreed timescales to ensure investment instructions are actioned.Support the Clearview Operations Executives & Manager with ad hoc tasks in line with the role.The successful candidate will be part of the wider Clearview Team and will contribute to the ongoing development of our proposition and services.Key skills and personal attributes:A positiv...
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Platform Investments Administrator
2 hours ago
London, United Kingdom AJ Bell Full time**Job Description**: We are now recruiting a Platform Investments Administrator to join our Operations department. The purpose of the role is provide excellent customer service to customers through setting up, running and reviewing trades. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating...
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Platform Investments Administrator
1 week ago
London, United Kingdom AJ Bell Full time**Job Description**: We are now recruiting a Platform Investments Administrator to join our Operations department. The purpose of the role is to provide excellent service to customers through setting up, running and reviewing trades. You will also maintain the integrity of the systems and customer facing data and will also be involved in investigating...
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Investment Platform Administrator
7 days ago
London, United Kingdom Foster Denovo Limited Full timeAbout Us:Foster Denovo currently boast over 120 Financial Advisers supported by around 300 employees across eight Foster Denovo offices throughout the UK. We have the scale and resource to provide exceptional advice and service to our clients, advisers and employees.Our stakeholder community is an invisible bond that gives Foster Denovo its solid...
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Investment Associate
2 days ago
London, Greater London, United Kingdom Seven Investment Management Full timeAbout The RoleOverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS).Key Service & Administrative ResponsibilitiesClient Servicing & Administrative...
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Investment Associate
7 hours ago
London, Greater London, United Kingdom Seven Investment Management Full timeOverviewSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS). Key Service & Administrative Responsibilities Client Servicing & Administrative...
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Investment Platforms Supervisor
2 days ago
London, United Kingdom Financial Conduct Authority Full timeInvestment Platforms Firm Supervisor **Salary**: National ranging from £49,700-£55,000 and London from £53,300-£60,000 - Do you want to join the team responsible for supervising a diverse portfolio of firms and groups providing platform services to the UK retail investment market?_ We are recruiting for an Investment Platforms Supervisor to work in the...
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Administrator
5 days ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose** The purpose of the Administrator role is to provide support to the Platform Operations team. The role will primarily focus on providing support to the Platform & Propositions Manager with managing the migration of Lync Wealth Management clients to the 7IM Platform. **Investment20/20 Programme** You will join as an...
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Self Invest Administrator
5 days ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose** - Provide support to the Self Invest proposition and take responsibility to ensure the desk runs efficiently - Speaking to self-invested clients to take orders and instructions to buy or sell securities, answer general queries **Responsibilities** - Execute buy & sell trade instructions for self invested clients - Organise...
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Head of Platform Service Team
5 days ago
London, United Kingdom Seven Investment Management Full time**About The Role**: **Purpose** Reporting to the Head of Platform, this role will lead and manage the hybrid-location based team who support to the 7IM platform clients. Senior platform service managers will report into this role, who manage a team of platform service managers. On a daily basis the role will provide support, training and mentoring to the...
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Investment Associate
6 days ago
City Of London, United Kingdom Seven Investment Management LLP Full timeSupport the 7IM Investment Directors (Intermediary) by providing exceptional administrative and service support to a panel of qualified existing and new IFAs and clients within your region who use the 7IM Discretionary and Retirement Income Services (RIS). Key Service & Administrative Responsibilities Act as a primary point of contact for IFAs and clients....
