Investment Platform Administrator

Exciting New Opportunity: Investment Platform Administrator

Read on to find out more…

Do you have an eye for detail?

Ready to build a career in Financial Services?

If so, read on.

At PlanHappy Investment Management, an affiliate company of Joslin Rhodes (one of the top 50 fastest growing companies in the North East*), we’re expanding our Technical Team and have an exciting new opportunity for an Investment Platform Administrator.

Investment Platform Administrator
Investment Platform Administrator
Investment Platform Administrator

Why PlanHappy and Joslin Rhodes?

  • We do Financial Planning differently – we put people first, products second.
  • Full training on our unique PlanHappy Lifestyle Financial Planning Process is provided.
  • Competitive salary and great benefits.
  • Plus, you’ll have the power to bring a smile to our clients faces every day!
Investment Platform Administrator

About the role

As an Investment Platform Administrator, you’ll be responsible for the setting up and maintaining client’s platform records, including checking eligibility and product illustrations as well as managing client fees.

And, given you’re at the front line of clients’ investment portfolios and time ‘in the market’ is crucial, you’ll need to be up for:

  • Timely and accurate onboarding of platform and product switches and processing of withdrawals and deposits.
  • Completing platform due diligence checks.
  • Professional communications to clients, using templates and following best practice.
  • Identifying and helping resolve any technical issues.
  • Raising ideas and implement improvements and efficiencies wherever possible.
Investment Platform Administrator
Investment Platform Administrator

What it takes to be a successful Investment Platform Administrator at PlanHappy Investment Management:

  • You pay an excellent attention to detail.
  • You are positive, resilient and have a cool, calm head.
  • You are organised, have excellent time management skills and can multi-task.
  • You have high standards and always do what you say you will.
  • You take responsibility and get things done.
  • You have excellent communication and interpersonal skills.
  • You enjoy working as part of a team and take pride in your work.
  • You are comfortable sharing ideas and implementing change.

If you think you tick all these boxes, here’s what your typical day could look like:

  • Answering client phone calls or responding to client email enquiries.
  • Completing all necessary administration tasks promptly and correctly for new and existing clients.
  • Actioning and monitoring client withdrawals and contributions.
  • Triggering, monitoring and chasing Platform Switches and Transfers.
  • Writing to clients to keep them informed about their current transactions.
Investment Platform Administrator
Investment Platform Administrator

There’s added benefits too:

Here’s just a few things that every team member is eligible to receive.

  • Private Medical Insurance
  • Pension Contributions
  • Income Protection
  • Life Insurance
  • Health Cash Plan & Health Checks
  • Holidays (starting at 25 days) & Holiday Buy & Sell Scheme
  • Complete PlanHappy Lifestyle Financial Planning Training
  • Voucher Awards & Gifts for ‘Hero of the Week’ and our ‘Glenn Warwick’ winners.

Interested? Want to find out more?

You can apply here with your up-to-date CV detailing any relevant experience.

All applications must be received by Sunday, 28th July. Our recruitment team will then review your submission and be in touch for an interview.

Good luck!

*Ward Hadaway – Fastest 50 North East 2023

Investment Platform Administrator

PlanHappy Investment Management Ltd, The Planning Rooms Wellington Court, Preston Farm Business Park, Stockton-On-Tees, England, TS18 3TA (company number: 09511883).