Senior Platform Administrator
5 days ago
Monday - Friday
Up to £30k
Hybrid (1 or 2 days in the office, Edinburgh based)
In your role as Platform Consultant, you will be supportingthe client's operational platform team and Regional Sales Managers in partnering the IFA and professional intermediary market, resolving their queries and building their platform knowledge. You willsupport the wider platform team to achieve individual, regional and national business production targets and KPI's, while ensuring adherence to regulatory requirements and governance standards.
Key accountabilities
- Work with regional intermediary firms
- Identify and manage opportunities to train and improve the use of the platform
- Identify and manage campaigns focused on increasing platform assets and improved customer outcomes
- Align all input and output to sales and commercial priorities
- Ensure achievement of measurable service standards within the team
- Act as a technical consultant and trainer to distribution partners
- Able to convey the compelling reasons to partner with the Group and can build rapid trust and rapport in their technical, commercial and service capabilities
- Build sustainable corporate knowledge of any material distribution partner
- Communicate and impart technical knowledge, including awareness of HMRC and legislative practices and changes relating to all business products
- Take ownership of issues as they arise, using strong relationships to resolve fairly and commercially
- Able to pass client relationships quickly and smoothly to colleagues where required and without detriment to the level of commercial activity
- Application of working knowledge of CASS, ensuring issues are escalated and identified CASS procedures are followed to reduce risk of breaches
Experience required
- Experience of supporting sales in a high pace, regulated environment
- WRAP Platform knowledge and experience
- Experience and knowledge of delivering campaigns
- Numerate with good verbal reasoning skills.
- Process enhancement experience preferred
- Knowledge of CASS client money rules
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