Platform / Technical IFA Administrator

Premier Jobs UK Limited; Bradford-on-Avon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A local financial planning firm in Bradford-on-Avon is seeking a Platform Administrator to support its back office operations. The role involves managing financial transactions and performing technical administration tasks under the direction of Financial Advisors. Candidates should have a background in financial services or administration, showcasing strong communication skills to ensure efficient service delivery.

Qualifications

• Experience in financial services or administration is preferred.
• Strong communication skills to support Financial Advisors.
• Ability to manage multiple tasks efficiently.

Responsibilities

• Perform technical administration tasks.
• Manage money transactions according to financial advisors' instructions.
• Contribute to the overall efficiency of the back office team.

Job description

This well established, local directly authorised financial planning firm in Bradford-on-Avon is looking to recruit a Platform Administrator as part of their growth journey

As a Platform Administrator you will be a key part of this IFA firm's back office team. You will be undertaking technical administration and managing money in / out on behalf of the Financial Advisor's instructions.

It is impor...