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Platform Administrator

  • Gloucester
  • Permanent
  • £20,000 - £25,000 + Bonus & Benefits

Job details.

An exciting opportunity has arisen for a Platform Administrator to join a leading Chartered & fully independent financial planning organisation. Our client is a well-respected financial planning practice that prides itself on offering expert, independent advice. With a strong emphasis on personal development and career progression, this company is committed to providing a supportive and dynamic work environment. Joining this team means becoming a part of a forward-thinking team/organisation where your contributions are valued and your career goals are supported.

As a Platform Administrator, you will play a crucial role in supporting the platform team and ensuring smooth operations for both colleagues and platform customers.

Your primary responsibilities will include:

  • Managing client transfers and ensuring the accuracy and efficiency of these processes
  • Handling various transactional processes, ensuring they are completed in a timely and accurate manner
  • Providing comprehensive platform administration support to colleagues, helping to streamline workflows and improve overall efficiency
  • Assisting customers with their inquiries, ensuring they receive exceptional service and support
  • Maintaining accurate records and documentation, adhering to compliance and regulatory standards
  • Collaborating with the platform team to identify and implement process improvements

Key Requirements:

  • Ideally you will have experience in a platform administration role within the financial services industry
  • Strong understanding of client transfer processes and transactional workflows
  • Excellent attention to detail and organisational skills
  • Ability to work effectively both independently and as part of a team
  • Strong communication skills, with the ability to provide clear and concise support to colleagues and customers
  • Proficiency in using financial platforms and software
  • A proactive approach to problem-solving and process improvement


  • Basic salary to £25,000, discretionary bonus and company benefits
  • Hybrid working
  • Opportunity for professional growth and career development
  • Supportive and collaborative work environment
  • Access to ongoing training and development programs

If you are a detail-oriented and proactive professional with a passion for providing exceptional administration support, we would love to hear from you.


  1. Financial Services
  2. Financial Planning

Thomas Williams

Director - Financial Services

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