IFA Platform Services

An Investment/wealth Manager wish to recruit within the platform services team, the role offers the opportunity to work closely with the Head of Platform Services in the delivery of strategic projects and daily tasks.

Overview

• Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios
• Internal system(s) updates post-rebalancing of model portfolios on platforms
• External third-party data provider updates post-rebalancing of model portfolios on platforms
• Developing and operationalising controls related to the Model Portfolio Business
• Third Party Fund set ups on multiple platforms
• Execution of investment instructions from IFAs on platforms that are not fully automated
• New IFA platform set ups/permissions
• Assisting the Head of Platform Services with the relationship management of multiple platforms
• Production and oversight of various weekly / monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy
• Management of the Freshdesk Workflow Inbox for the Platform Services Team

Experience Required

• Experience within a similar role
• 2-3 years IFA support experience in wealth management in an administration / operational capacity preferred;
• Familiar with desktop delivered technology