Platform Support Specialist – Investments & Portals

The Private Office LLP; Guiseley; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Guiseley seeks an experienced IFA Administrator to provide administrative and helpdesk support for the TPO Invest Platform and TPO Wealth portal. Responsibilities include processing trades, maintaining data integrity, and supporting clients and advisers. The ideal candidate should have operational experience in Financial Services, excellent communication and IT skills. This role includes benefits such as a discretionary bonus scheme and support for professional qualifications.

Benefits

Company discretionary bonus scheme

24 holidays, increasing to 26

Private Healthcare

Group Income Protection

Life Assurance

Bike to Work Scheme

Support with professional qualifications

Qualifications

• 1-2 years of operational experience within the Financial Services industry.
• Knowledge and/or experience of administering advisory products such as ISA/GIA/SIPP/Bond is desirable.
• Ability to work to tight deadlines.

Responsibilities

• Provide helpdesk support for TPO Invest and TPO Wealth.
• Process investment trades across various platforms.
• Develop and maintain relationships with colleagues and third parties.

Skills

Attention to detail

Verbal and written communication skills

IT skills in Microsoft Office

Organisational skills

Professional telephone manner

Job description

A financial services firm in Guiseley seeks an experienced IFA Administrator to provide administrative and helpdesk support for the TPO Invest Platform and TPO Wealth portal. Responsibilities include processing trades, maintaining data integrity, and supporting clients and advisers. The ideal candidate should have operational experience in Financial Services, excellent communication and IT skills. This role includes benefits such as a discretionary bonus scheme and support for professional qualifications.