Platform Client Services Manager

  • Location

    London

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £40,000-£45,000 plus bonus + benefits

  • Contact:

    Ben Holmes

  • Contact email:

    financialservices@mbfitzgerald.co.uk

  • Published:

    9 months ago

  • Expiry date:

    2020-02-01

Platform Client Services Manager

This is an excellent opportunity for an individual with previous Investment Platform experience to join a leading Asset Management organisation in London as a Client Services Manager, overseeing the Platform Customer Services team.

Your responsibilities will include:

  • Managing the day to day relationships with Financial Advisors (IFA’s), Private Banks, Investment Managers and Intermediaries on the technical administration of investment portfolios.
  • This will include working on a variety of Investment Vehicles, including SIPP, ISA, PEP, Unit Trust and OEIC products.
  • Detailed technical Portfolio Administration
  • Liaison with technical specialists and departments including Compliance and Back Office teams.

To be successful in this role, you should have had the following experience:

  • At least 1 year experience working for an Investment Platform
  • Knowledge of SIPP’s/ISA’s/Unit Trusts/OEICS etc.
  • Starting Salary of £40k - £45k + Benefits + Bonus
  • Excellent training opportunities, including exam sponsorship