Platform Support Specialist - Financial Services

Novia Financial plc; Bath; Hybrid; GBP 26,000 - 32,000; Full time

Job summary

Novia Financial plc's Wealthtime team is seeking a Client Services Executive to be the first point of contact for Financial Advisers, Clients, and sales teams. You will deliver expert platform support by phone, email, and written communication, maintaining high standards with empathy and care.

The role offers a clear career path through the CSE Elevate scheme, with defined salary bandings and two tracks—Leadership and Specialist—to suit your strengths and ambitions.

Qualifications

• Proven customer service experience in financial services.
• Strong call handling and administrative skills.
• Proficient in Word, Excel, Outlook.
• High accuracy and regulatory compliance.
• Excellent communication across channels.
• Independent and collaborative team worker.
• Resilient under pressure with deadlines.
• Solution-focused and proactive.
• Strong organizational skills.

Responsibilities

• Deliver exceptional customer outcomes by fostering a customer-centric culture, with particular attention to vulnerable customers in line with policy.
• Be the first point of contact for Financial Advisers, Clients, Sales Teams, and Third‑Party Providers, handling queries via phone, email, and written communication per standards and compliance.
• Take ownership of complex queries, ensuring thorough investigation and timely resolution.
• Build and maintain relationships across teams to support a collaborative, high-performing environment.
• Champion continuous improvement by sharing best practices and participating in projects to enhance service delivery.
• Ensure adherence to Consumer Duty principles, raising risks or concerns with management.
• Support business-wide initiatives with additional responsibilities as directed.
• Drive process improvements and develop more efficient ways of working.
• Maintain a structured training and development plan.

Skills

Customer service

Call handling

MS Office proficient

Attention to detail

Interpersonal skills

Teamwork

Resilience under pressure

Problem solving

Time management

Job description

Novia Financial plc's Wealthtime team is seeking a Client Services Executive to be the first point of contact for Financial Advisers, Clients, and sales teams. You will deliver expert platform support by phone, email, and written communication, maintaining high standards with empathy and care.

The role offers a clear career path through the CSE Elevate scheme, with defined salary bandings and two tracks—Leadership and Specialist—to suit your strengths and ambitions.