A wealth manager based in London wish to recruit within the platform services team, the successful candidate will support the Head of Platform Services in the delivery of the following objectives relating to model portfolio's and funds,

Overview

Platform Administration, execution and implementation / rebalancing of the MPS Model Portfolios

Internal system(s) updates post-rebalancing of model portfolios on platforms

External third-party data provider updates post-rebalancing of model portfolios on platforms

Developing and operationalising controls related to the Model Portfolio Business

Third Party Fund set ups on multiple platforms

Execution of investment instructions from IFAs on platforms that are not fully automated

New IFA platform set ups/permissions

Production and oversight of various weekly / monthly Fee Rate(s) reports from multiple platforms to ensure advisor fee(s) accuracy

Managing the setting up of six-monthly Governance Meetings with multiple platforms

Experience Required

Experience within a similar role

2 years IFA support experience in wealth management in an administration / operational capacity preferred

Familiar with desktop delivered technology