Platform Administrator

England, Cheshire, Northwich
£20000 - £22000 per annum
17 Nov 2016
15 Dec 2016
Emily Jayne Connor
Job Title
Industry Sector
Banking / Finance
Contract Type
Full Time

Fund and Asset Administrator based in Northwich on a 9 months fixed term contract

Client Details

Fund and Asset Administrator

Large business based in Northwich


Platform Administrator

Job Summary & Key Responsibilities:

To undertake all platform business processing and administrative activities of the Administration Team.

  • Accurate and timely data entry of all applicable 'advised' business onto the company Platform to specified Service Level Agreements.
    • Accurate and timely processing of withdrawal requests (including internal transfers) and Fund switches.
    • Accurate and timely updating of Intelligent Office with applicable case details.
    • Completion of all other administrative tasks that fall within the remit of the department.
    • Involvement in quality checking of all work undertaken on a daily basis, on an individual and team basis.
    • Involvement in problem solving, reviews of existing processes and testing of new functionality.
    • Close liaison with other departments, to ensure all business processes run smoothly and effectively.
    • Adherence to and updating of, all departmental procedures.
    • Assistance in recording and collating departmental statistics on a daily and monthly basis, where appropriate.


    Fund and Asset Administrator

    Key Competencies:

    • Keen attention to detail.
    • Ability to work quickly and accurately within very tight deadlines.
    • Good team player with the ability to work on own initiative.
    • Flexibility and availability to work overtime during peak workload periods.


    • Previous Financial Services experience, specifically in a Wealth Management business, would be a key advantage, as would experience in working with investment 'platforms.'
    • Previous data entry and paperwork checking experience desirable

    Job Offer

    £20,000 - £25,000