Platform Administration Manager
Job Description
We're working with a growing wealth management business in Bristol to recruit a Platform Administration Manager.
This is a great opportunity for an experienced platform professional to take ownership of the day-to-day operation and development of an investment platform, while leading a Platform Administration team.
The Role:
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Leading, coaching and developing the Platform Administration team
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Managing the relationship with the external platform technology provider
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Overseeing platform operations, controls, reconciliations and service levels
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Supporting adviser relationships and acting as a key escalation point
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Overseeing model portfolios, DFM relationships and fee accuracy
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Producing management and governance reporting
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Leading platform training for advisers and support teams
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Using AI, data and technology to improve efficiency and client outcomes
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Working with Compliance, Risk and Operations on governance and controls About You:
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Experience in platform operations or oversight
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Strong knowledge of the UK investment platform and adviser market
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Experience with platform migrations
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Knowledge of model portfolios, DFM services and investment wrappers
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Experience managing third-party technology/service providers
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Previous team leadership experience
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Strong analytical, organisational and communication skills
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A proactive, improvement-focused approach This is a great opportunity to lead a growing team and have real influence across the wider business.
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