Investment Platform Administrator

Foster Denovo Limited; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

Foster Denovo Limited recherche un administrateur des opérations de plateforme pour rejoindre son équipe à Londres. Le candidat sera responsable de la gestion des demandes, du support aux équipes et de l'assurance de la qualité des données sur la plateforme. Ce poste requiert une approche orientée_client ainsi que des compétences organisationnelles pour répondre efficacement aux demandes des conseillers et des clients.

Benefits

25 jours de congés payés

Contribution de l'employeur au plan de pension

Assurance vie

Protection du revenu en cas de maladie

Prêts sans intérêt pour les abonnements saisonniers

Avantages commerciaux sur les produits

Qualifications

• Aptitude à travailler sous pression et à gérer sa charge de travail.
• Capacité à maintenir la confidentialité.

Responsibilities

• Gérer la boîte de réception centrale Clearview Operations.
• Coopérer avec les équipes centrales pour résoudre les demandes.
• Entrer des données précises sur la plateforme.

Skills

Service orienté client

Gestion du temps

Intégrité

Compétences numériques

Attention aux détails

Job description

About 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 foundations. It also means that our people care about our reputation and brand. And as such, we aim to delight every client we come into contact with.

When you join the Foster Denovo family, you benefit from our enviable reputation and years of industry experience. In everything we do, we’re driven by a firm set of core values, and our friendly, stakeholder culture has been praised by employees, clients and partners alike.

Foster Denovo are also proud to hold the gold investors in people accreditation which shows a clear commitment to the people who make us an employee of choice.

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 positive, friendly service orientated team player with a “can do” attitude who is aware of the important role played by advisers and their staff in providing financial advice.
• Ability to stay focused and calm under pressure and able to manage own workload.
• Honesty, integrity and ability to maintain confidentiality are key attributes.
• Hard working and responsive to the need to deliver a high quality support service.
• Strong numeracy skills
• Accuracy, excellent attention to detail and high standards of work.

What we offer you:

Foster Denovo has an open, mutually supportive, knowledge-sharing culture. It’s a culture that has created the space to think differently for the benefit of our clients.

Our benefits package includes:

• 25 days holiday (increasing by an additional day per annum up to 30 days)
• Foster Denovo will match your personal pension contribution up to a maximum of 7.5%
• Life assurance of up to 4 x your salary;
• Income protection of 75% of your basic salary in the event of long term sickness
• Employees can use our financial advisers within the company for any financial advice or knowledge
• Interest free season tickets loans, eye care and childcare vouchers.
• Shopping discounts benefits portal (discounts on holiday, gym and high street retailers)