Platform Operations Administrator

3 months ago


Darlington, United Kingdom Recruit Wealth Ltd Full time

Recruit Wealth are delighted to be representing one of our National Financial Planning clients who now seek to recruit a Platform Operations Administrator.

The business offers full Financial Planning and Wealth Management services to individual clients relating to pension and investment advice on a national scale.

This is an exciting, newly created position for an individual to learn, grow and progress within the Investment Operations team for a company who is currently going through rapid expansion.

**Main duties**:
The role will involve working closely with colleagues within Platform Operations and in the wider business to ensure platforms operate smoothly. This will involve regular tasks to monitor activity, check client records and escalate any exceptions as they arise. Additionally, the role will involve first-line support for colleagues using the platform to transact business for clients.
- Monitor and maintain onboarding checks for clients onto platforms
- Ensure trading and cash transaction requests are implemented in a timely manner and followed up as needed
- Provide support to colleagues illustrating and transacting business on our platforms
- Maintain procedures and other related documents for the platform
- Completing administrative tasks as required for ad-hoc projects
- Receiving incoming calls from and making outgoing calls to internal staff, third-party providers and clients
- To assist with covering your team members’ workload during absence/holiday
- To perform any other reasonable task at the discretion of the management

**Knowledge and Experience**
- Effective communication skills both verbally and written in a manner appropriate to the intended audience
- Able to demonstrate exceptional organisational, planning and prioritisation skills
- Confident using Microsoft Office products and the ability to learn new systems and processes
- Experience of working within defined service standards and procedures

**Personal Skills**
- Must be organised and able to work under own initiative
- Must have excellent attention to detail
- Accessible, approachable and have a positive attitude
- The flexibility for and commitment to continual service development and improvement
- Effectively work within a team

Our client offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.

A good salary is available alongside hybrid/home working. Progression will be available, if desired, to those who want to progress in to more senior positions within the Investment team.

Interviews are looking to be held ASAP and our client is ideally wanting their new Administrator to join as soon as reasonably possible.

**Job Types**: Full-time, Permanent

**Salary**: £20,000.00-£240,000.00 per year

**Benefits**:

- Company pension
- Cycle to work scheme
- Flexitime
- Free parking
- Life insurance
- On-site parking
- Private dental insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday
- No weekends

Ability to commute/relocate:

- Darlington: reliably commute or plan to relocate before starting work (required)

Work Location: In person



  • Darlington, United Kingdom Gale and Phillipson Full time

    **JOB DESCRIPTION** **Job Title**:Platform Operations Administrator **Reports To**:Investment Operations Director **Summary of company and role**: **Gale and Phillipson Investment Services** is part of the Solomon Group, a progressive wealth management business including financial advisers, asset management and platform operations. The group has a...


  • Darlington, United Kingdom Premier Jobs UK Full time

    This Platform Operations Administrator job provides an exciting opportunity to join a growing Financial Planning business in Darlington. This is a very varied role, where you will work closely with your team within Platform Operations and in the wider business to ensure the platforms operate smoothly. You will be supporting the team with the following...


  • Darlington, United Kingdom Serco Plc Full time

    International Fire Training Centre, Durham Full time, Permanent Salary of £24,610.00 plus benefits Serco have an exciting opportunity to join their team as Operations Administrator at the IFTC in Durham. You’ll be ensuring that all operational aspects are managed and reported on in a manner compliant with statutory obligations and Serco’s group...


  • Darlington, United Kingdom Premier Jobs UK Full time

    This Data Entry Administrator job provides an exciting opportunity to join a growing Financial Planning business in Darlington. This is a very varied role, where you will work closely with your team within Platform Operations and in the wider business to ensure the platforms operate smoothly. You will be supporting the team with the following...


  • Darlington, United Kingdom Redde Northgate plc Full time

    **Telematics Administrator** **Darlington/Home Based** This is a great opportunity to join one of the UK’s leading vehicle rental specialists as a Telematics Administrator in our contact centre in Darlington. The role of Telematics Administrator is to ensure we deliver the industry leading service our customers expect from us. In this role, you will...

  • Administrator

    4 months ago


    Darlington, United Kingdom HR2day Limited Full time

    **Role Purpose**: The HR Administrator works with a defined portfolio of clients as first point You will ensure organisational effectiveness with a keen eye for detail, preparing and providing documentation to clients and internal customers. It is essential you have a good solid background in administration, including using Microsoft. - First Point of...

  • Finance Administrator

    3 months ago


    Darlington, United Kingdom Redde Northgate plc Full time

    **Location**: Darlington, flexible hybrid working **Salary**: up to £23,500 per annum **Contract**: Permanent **Hours**: Full time Are you eager to pursue your career with a business that can support your professional development? Join our growing Team in Darlington as an Finance administrator! Working as part of our dedicated finance function, you will...


  • Darlington, Darlington, United Kingdom Support Team Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Support Team in the Property Department. As a key member of our team, you will provide administrative support to our Property and Project Directors, ensuring the smooth operation of the department.Key ResponsibilitiesAssist in general...


  • Darlington, Darlington, United Kingdom Support Team Full time

    About the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our Support Team in the Property Department. As a key member of our team, you will provide administrative support to our Property and Project Directors, ensuring the smooth operation of the department.Key ResponsibilitiesAssist in general...


  • Darlington, Darlington, United Kingdom The Verve Group Full time

    Job DescriptionThe Verve Group is seeking a highly skilled and experienced financial administrator to join our dynamic team. As a key member of our administration and paraplanning team, you will play a crucial role in supporting our clients and contributing to the growth and development of our business.Key ResponsibilitiesAccurately and efficiently compile...


  • Darlington, United Kingdom Legal Aid Agency Full time

    **Details**: **Reference number**: - 288431**Salary**: - £21,775**Job grade**: - Administrative Officer- AO**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Full-time**Number of jobs available**: - 3Contents Location About the job **Benefits**: Things you need to know Location - This...


  • Darlington, United Kingdom Legal Aid Agency Full time

    **Details**: **Reference number**: - 353488**Salary**: - £22,940- A Civil Service Pension with an average employer contribution of 27%**Job grade**: - Administrative Officer- MOJ Grade AO**Contract type**: - Permanent**Type of role**: - Administration / Corporate Support**Working pattern**: - Full-time**Number of jobs available**: -...


  • Darlington, United Kingdom Jet Aire Services Full time

    **Commercial Administrator** **Darlington** **Permanent, Full time** **Competitive salary plus benefits** Due to a huge water wave of work, our contracts are coming in like wonderful waterfalls of opportunities, hence us needing to flush out the top talent around! This is an exciting time for Jet Aire, we have a Commercial Administrator role available...

  • Business Administrator

    4 months ago


    Darlington, United Kingdom The Skills Angels Full time

    You will join a large existing team and play a vital part in supporting with the administration and smooth-running of the process of recruiting appropriate talent to join the Army. This role will involve working from Bishop Auckland location. The role is either part-time or full-time. **Job title**: Administrator **What you’ll be doing**: - Organising...

  • Administrator

    5 months ago


    Darlington, United Kingdom Wood PLC Full time

    Wood is looking for a Technical Plant & Equipment Clerk/Administrator based in their offices in Haughton Road, Darlington. - Reporting to the Operations Manager and working closely with Plant Managers/Project Managers/Site Engineers and QS/Supply Chain using a variety of software packages such as Microsoft Word, Outlook, & Excel; your responsibilities and...

  • HR Administrator

    3 months ago


    Darlington, United Kingdom Redde Northgate plc Full time

    **Location**: Darlington (with hybrid working) **Salary**: up to £22,500 per annum **Contract**: Permanent **Hours**: 37.5 hours per week, Monday - Friday We have an exciting opportunity for a HR Administrator to join our newly formed HR Shared Service function in our Darlington based offices. As a key member of our HR Shared Service Team, you will assist...

  • Payroll Administrator

    3 months ago


    Darlington, United Kingdom Swift Temps Full time

    Swift Recruitment Services Commercial Division have an have an exciting vacancy to join our clients growing team based in Darlington on a permanent basis as a Payroll Administrator. Are you a Payroll Administrator looking for a new challenge? As a Payroll Administrator, you will be responsible for all aspects of payroll processing, including: - Process...

  • Estates Administrator

    4 months ago


    Darlington, United Kingdom Bannatyne Full time

    **Estates Administrator**: Location Darlington Department: Head Office Job type: Permanent **Salary**: £23,400 Job ref: 030738 Published: 2 minutes ago **Job Title**: Estates Administrator **Hours**: 37.5 **Rate of Pay**: £23,400 pa **Location**: Head Office, Darlington Responsibilities include, but are not limited to: Assist in the maintenance...

  • Administrator

    3 months ago


    Darlington, United Kingdom RMS Full time

    RMS Recruitment are a private, family-owned and progressive business and a trusted partner of choice for employment solutions. We work with companies of varying size, in a wide range of industries, to provide national recruitment, payroll and HR managed services - all of which are tailored to meet a company’s individual requirements and to complement the...

  • Property Administrator

    3 months ago


    Darlington, United Kingdom Lane7 - Head Office Support Full time

    **Role |** Administration Support - (Property Department). **Location |** Darlington **Salary |** £28,000 per annum **Contract |** Permanent **About Us** Lane7 are the fastest growing and market leading boutique bowling business in the UK, with multiple venues across three brands: Lane7, Level X and Gutterball. Bowling is our thing - it has been for...