Platform Administrator

3 days ago

Bath, Bath and North East Somerset, United Kingdom CleverHR Full time
Platform Administrator

CleverHR is seeking a skilled Platform Administrator to join our team. As a key member of our Platform team, you will be responsible for providing administrative support to our colleagues and clients.

Key Responsibilities:

  1. Monitor and manage internal and external mailboxes, ensuring timely resolution of queries.
  2. Provide support and answer queries via our platform helpline for external clients.
  3. Assist with transactional processing and technical queries.
  4. Keep clients informed of outstanding transactions and manage technical queries with our external platform provider.
  5. Process Third Party Letter of Authority requests within agreed service level agreements.
  6. Process platform accounts Exits and Death notifications, tracking and supporting closures within agreed service level agreements.
  7. Review platform accounts and data reports, identifying discrepancies and supporting necessary actions.
  8. Issue Quarterly/Tax Statements and transactional SIPP documentation to clients.
  9. Monitor and escalate platform client transfers following agreed procedures.
  10. Maintain data on our Back Office system in line with company processes.
  11. Provide online trading support for other company platforms for money movements and investing regular contributions.
  12. Cash Account monitoring and reporting.

About You:

  1. Experience in an administrative role within Financial Services.
  2. Experience of working in a small to medium sized financial services environment.
  3. Proficiency in Microsoft Office products, including Word, Excel, Outlook, and PowerPoint, or similar tools.
  4. Desire to deliver exceptional service at all times and a strong focused approach to achieving the best outcome for the client and the business.
  5. Ability to consistently deliver within service standards.
  6. Strong organisational skills, flexible and proactive approach to getting the job done.
  7. Strong interpersonal skills, both written and verbal communication.
  8. Excellent accuracy and attention to detail.
  9. Proven ability to work on own initiative.
  10. Experience of working with Investment Wrap Platforms.
  11. Experience of monitoring and processing Platform cash levels and trading.
  12. Experience of using back-office and ticketing systems.
  13. Experience of working in an environment of significant change.

Benefits:

  1. 25 working days in addition to the normal Bank Holidays, plus 1 extra day's holiday for each year of service up to 28 days.
  2. Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
  3. Group Life Assurance and Pension Scheme.
  4. Private medical Insurance.
  5. Group Income Protection.

  • Database Administrator

    3 days ago

    Bath, Bath and North East Somerset, United Kingdom CMD Recruitment Full time

    Database AdministratorAre you a detail-oriented individual with a passion for data management? We're seeking a skilled Database Administrator to join our team in Bath, Somerset.This is a new role for our team, where you'll play a key part in supporting and utilising our CRM platform. You'll be responsible for administering our HubSpot platform, ensuring...

  • Database Administrator

    3 days ago

    Bath, Bath and North East Somerset, United Kingdom CMD Recruitment Full time

    Database AdministratorAre you a detail-oriented individual with a passion for data management? We're seeking a skilled Database Administrator to join our team in Bath, Somerset.This is a new role for our team, where you'll play a key part in supporting and utilising our CRM platform. You'll be responsible for administering our HubSpot platform, ensuring...

  • Database Systems Administrator

    2 days ago

    Bath, Bath and North East Somerset, United Kingdom White Horse Employment Full time

    {"title": "CRM Administrator", "company": "White Horse Employment", "description": "We are seeking a skilled CRM Administrator to join our Marketing team on a 12-month fixed-term basis. As a CRM Administrator, you will be responsible for maintaining the HubSpot platform, ensuring accurate data across the business, and providing insights on performance to the...

  • Database Systems Administrator

    2 days ago

    Bath, Bath and North East Somerset, United Kingdom White Horse Employment Full time

    {"title": "CRM Administrator", "company": "White Horse Employment", "description": "We are seeking a skilled CRM Administrator to join our Marketing team on a 12-month fixed-term basis. As a CRM Administrator, you will be responsible for maintaining the HubSpot platform, ensuring accurate data across the business, and providing insights on performance to the...

  • Financial Services Administrator

    1 day ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Services Administrator

    1 day ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Services Administrator

    3 days ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Services Administrator

    2 days ago

    Bath, Bath and North East Somerset, United Kingdom CV Library Full time

    Exciting Opportunity for an IFA AdministratorAn exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.Key Benefits:Competitive salary up to £32,000Generous holiday entitlement of 28 days plus bank holidaysLife assurance and income protectionDIS...

  • Financial Planning Administrator

    3 days ago

    Bath, Bath and North East Somerset, United Kingdom Workingmums Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team, providing comprehensive support to our financial planners and a portfolio of high net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with financial planners and clientsWork closely with paraplanning and other internal teams to facilitate efficient and...

  • Financial Planning Administrator

    3 days ago

    Bath, Bath and North East Somerset, United Kingdom Workingmums Full time

    About the RoleWe are seeking an experienced IFA Administrator to join our team, providing comprehensive support to our financial planners and a portfolio of high net worth clients.Key ResponsibilitiesBuild and maintain strong relationships with financial planners and clientsWork closely with paraplanning and other internal teams to facilitate efficient and...

  • Office Administrator

    7 days ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...

  • Office Administrator

    7 days ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...

  • Office Administrator

    6 days ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...

  • Office Administrator

    7 days ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...

  • CRM Administrator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom White Horse Employment Full time

    Job OpportunityWhite Horse Employment is seeking a skilled CRM Administrator to support the Marketing team on a 12-month fixed-term basis. The successful candidate will be responsible for maintaining the HubSpot platform, ensuring accurate data across the business, and providing insights to the wider team.Key Responsibilities:Manage and maintain HubSpot to...

  • CRM Administrator

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom White Horse Employment Full time

    Job OpportunityWhite Horse Employment is seeking a skilled CRM Administrator to support the Marketing team on a 12-month fixed-term basis. The successful candidate will be responsible for maintaining the HubSpot platform, ensuring accurate data across the business, and providing insights to the wider team.Key Responsibilities:Manage and maintain HubSpot to...

  • Financial Planning Administrator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf Full time

    Job Opportunity at MBFWe are seeking an experienced Financial Planning Administrator to join our team at MBF, a leading national financial planning and investment management organisation. Our client is a well-established and respected business that operates at the top end of the industry.The successful candidate will have a close working relationship with...

  • Financial Planning Administrator

    2 weeks ago

    Bath, Bath and North East Somerset, United Kingdom mbf Full time

    Job Opportunity at MBFWe are seeking an experienced Financial Planning Administrator to join our team at MBF, a leading national financial planning and investment management organisation. Our client is a well-established and respected business that operates at the top end of the industry.The successful candidate will have a close working relationship with...

  • Office Administrator

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...

  • Office Administrator

    1 week ago

    Bath, Bath and North East Somerset, United Kingdom Pertemps TM Full time

    Job Title: Office AdministratorWe are seeking a highly organized and diligent individual to join our team as an Office Administrator. As a key member of our administrative team, you will be responsible for providing exceptional support to our office operations.Key Responsibilities:Provide administrative support to the office manager and other team...