Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Platform Operations Analyst - Leading DFM firm

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

The Analyst will take the lead on day-to-day Operations work, with close support and guidance from experienced members of the wider Platform Operations Department.Responsibilities will include:

  • Manual handling of all areas of platform operations where cases cannot be completed entirely by technology, including but not limited to:
  • Managing failed transfers or handling those requiring manual processing
  • Reconciling unidentified deposits
  • Reconciling fees
  • Monitoring and resolving platform exceptions such as failed trades or cash movements
  • Instructing client orders where out of scope of technology or regular processes
  • Liaising with advisers and their platform provider to facilitate complex pension drawdowns
  • Liaising with advisers and their platform provider to manage client life events e.g. Power of Attorney, Pension Sharing Order, client death
  • Managing ISA void, repair & cancellation processes
  • Supporting theAdviser Success Team in investigating and resolving Adviser queries
  • Suggesting and aiding technology development
  • Suggesting and implementing process improvements
  • Ad-hoc projects
Candidate Profile
  • Minimum 2 years of broad experience within platform operations (more experience preferred though there is potential for multiple hires at different levels)
  • Strong academic background
  • Desire to learn and develop a career in Financial Services
Knowledge/attributes
  • Client focussed, hard-working team-player
  • Understanding of the financial advice process
  • Understanding of the role of a DFM, MPS & rebalancing
  • Knowledge of retail investment products – equities, fixed income, OEICs/Unit Trusts
  • Knowledge of tax wrappers – GIAs, ISAs, Pensions, Onshore/Offshore Bonds
  • Proficient in Microsoft Excel/Word etc
This is a home based role with occassional travel to London required.

APPLY NOW

Platform Operations Analyst - Leading DFM firm Related Jobs

© 2019 Naukrijobs All Rights Reserved