Platform Support Associate

The Private Office LLP; Leeds; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Discretionary bonus

Private Healthcare

Group Income Protection

Life Assurance

Eye care scheme

Wellbeing programme

Bike to Work Scheme

Qualifications support

Job summary

The Private Office LLP is seeking an administrator/helpdesk professional to support the TPO Invest Platform and TPO Wealth portal, delivering accurate, compliant service with a focus on quality. You will be the first point of contact, handle email and phone queries, support advisory platforms, and assist with data and reporting across Platform Services, while ensuring SLAs and regulatory standards are met.

Full time hours are 35 per week, with a discretionary bonus and a range of employee

Qualifications

• 1-2 years in Financial Services preferred
• Knowledge of administering advisory products (ISA/GIA/SIPP/Bond) desirable
• Excellent attention to detail and ability to meet tight deadlines
• Proficient IT skills in Microsoft Office
• Strong organisation and prioritisation skills
• Excellent verbal and written communication with professional telephone manner

Responsibilities

• Be the first point of contact for TPO Invest & TPO Wealth support.
• Provide technical helpdesk support for Investment Champion D2C platform.
• Backup support to third party platforms (Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus).
• Deliver excellent email and telephone support to internal advisers, client services and paraplanners.
• Process investment trades across platforms accurately and timely.

Skills

Operational experience in financial si

Attention to detail

Communication skills

Telephone manner

Organization & prioritisation

Tools

Microsoft Office Suite

Job description

Do you want to work with an award-winning team?

To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy.

Responsibilities

• To be the first point of contact for TPO Invest & TPO Wealth support.
• To be the technical helpdesk support for Investment Champion D2C platform.
• Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus.
• Provide an excellent email and telephone support to internal advisers, client services and paraplanners.
• To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way.
• To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure.
• Process and monitor any relevant business on the TPO Invest Platform.
• Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform.]
• Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate
• Support to the rebalance project for bulk trading for any Advisory Rebalance activity
• Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate.
• Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs.
• Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently.
• Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal.
• Develop and maintain effective relationships with colleagues and third parties.
• Be aware and act upon any compliance, risk, and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Knowledge, Skills and Experience

• 1-2 years of operational experience within the Financial Services industry (preferred but not essential)
• Knowledge and/or experience of administering advisory products i.e., ISA/GIA/SIPP/Bond is desirable
• Excellent attention to detail and ability to work to tight deadlines
• Proficient IT skills in core Microsoft Office systems
• Organisation and prioritisation skills
• Excellent verbal and written communication skills with an eye for detail
• Professional telephone manner

Core Requirements

• Compliance with the Financial Conduct Authority Handbook and that body’s regulations;
• Maintain an understanding of the regulatory environment commensurate with the role;
• Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures;
• Build and maintain effective relationships within The Private Office;
• Motivate and develop fellow employees;
• Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business;
• Undertake the working day in accordance with The Private Office’s Core Values.