Position details
02/07/2026
NJR16827
PLATFORM ADMINISTRATOR
Location
Posted on
Reference
Posted on
Reference
02/07/2026
NJR16827
DESCRIPTION
Platform Administrator
Nationwide | Based from Any Office Location
Salary: Up to £35,000
An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business.
This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group.
The Role
As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators.
The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment.
Key Responsibilities
\" Support platform migrations and onboard new client assets
\" Respond to queries from advisers, paraplanners and administrators across the group
\" Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution
\" Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases
\" Create and amend investment models
\" Process manual trades and fund conversions
\" Produce platform reports and validate data accuracy
\" Submit asset and fund availability requests
\" Assist with complaints handling and error resolution
\" Maintain accurate and up-to-date platform resources and documentation on the intranet
\" Set up and manage staff platform access and permissions
\" Coordinate platform maintenance requirements
\" Handle AML and bank verification queries
\" Liaise with third-party providers and discretionary fund managers
\" Monitor and manage team mailboxes
\" Support ad hoc projects and platform development initiatives as required
About You
The successful candidate will have:
\" Previous experience within the IFA market and working with provider platforms, with a minimum of three years\' experience preferred
\" Strong attention to detail and a high level of accuracy
\" Excellent verbal and written communication skills
\" The ability to work effectively in a fast-paced environment
\" Strong organisational skills with the ability to prioritise workloads independently
\" Confidence in identifying and escalating issues where appropriate
\" Strong IT and systems capability
\" The ability to quickly learn and adapt to new software and systems
\" Excellent time management skills and a reliable, professional approach
What\'s on Offer?
\" Salary up to £35,000 depending on experience
\" Nationwide opportunities with flexibility to be based from any office location
\" A supportive and collaborative working environment
\" Exposure to platform projects and business improvement initiatives
\" Excellent opportunities for career development and progression
\" The chance to play a key role in the continued growth and evolution of the business
This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued.
Apply today via NJR Recruitment or call quoting the reference NJR16827
Nationwide | Based from Any Office Location
Salary: Up to £35,000
An exciting opportunity has arisen for an experienced Platform Administrator to join a growing and dynamic financial services business.
This is a fantastic opportunity for an individual with strong provider platform knowledge and a passion for delivering exceptional support to advisers and colleagues across the business. Reporting to the Platform Manager, you will play a key role in ensuring the efficient operation, governance and ongoing development of platform processes across the group.
The Role
As Platform Administrator, you will support the day-to-day management and oversight of platform activity, ensuring processes run efficiently and accurately while providing first-class support to advisers, paraplanners and administrators.
The role requires excellent organisational skills, strong technical capability and the ability to manage multiple priorities within a fast-paced environment.
Key Responsibilities
\" Support platform migrations and onboard new client assets
\" Respond to queries from advisers, paraplanners and administrators across the group
\" Manage issues, escalations and development requests, liaising with platform relationship managers to ensure timely resolution
\" Handle complex submissions, including trusts, corporate accounts, bonds and deceased cases
\" Create and amend investment models
\" Process manual trades and fund conversions
\" Produce platform reports and validate data accuracy
\" Submit asset and fund availability requests
\" Assist with complaints handling and error resolution
\" Maintain accurate and up-to-date platform resources and documentation on the intranet
\" Set up and manage staff platform access and permissions
\" Coordinate platform maintenance requirements
\" Handle AML and bank verification queries
\" Liaise with third-party providers and discretionary fund managers
\" Monitor and manage team mailboxes
\" Support ad hoc projects and platform development initiatives as required
About You
The successful candidate will have:
\" Previous experience within the IFA market and working with provider platforms, with a minimum of three years\' experience preferred
\" Strong attention to detail and a high level of accuracy
\" Excellent verbal and written communication skills
\" The ability to work effectively in a fast-paced environment
\" Strong organisational skills with the ability to prioritise workloads independently
\" Confidence in identifying and escalating issues where appropriate
\" Strong IT and systems capability
\" The ability to quickly learn and adapt to new software and systems
\" Excellent time management skills and a reliable, professional approach
What\'s on Offer?
\" Salary up to £35,000 depending on experience
\" Nationwide opportunities with flexibility to be based from any office location
\" A supportive and collaborative working environment
\" Exposure to platform projects and business improvement initiatives
\" Excellent opportunities for career development and progression
\" The chance to play a key role in the continued growth and evolution of the business
This is an excellent opportunity for an experienced platform professional looking to join a forward-thinking organisation where their expertise and ideas will be valued.
Apply today via NJR Recruitment or call quoting the reference NJR16827
Apply Now
