Are you an experienced IFA Administrator looking for a new role?

Do you want to work with an award-winning team?

To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy.

Responsibilities

• To be the first point of contact for TPO Invest & TPO Wealth support.
• To be the technical helpdesk support for Investment Champion D2C platform.
• Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus.
• Provide an excellent email and telephone support to internal advisers, client services and paraplanners.
• To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way.
• To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure.
• Process and monitor any relevant business on the TPO Invest Platform.
• Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform.]
• Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate
• Support to the rebalance project for bulk trading for any Advisory Rebalance activity
• Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate.
• Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs.
• Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently.
• Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal.
• Develop and maintain effective relationships with colleagues and third parties.
• Be aware and act upon any compliance, risk, and quality issues.
• Provide recommendations/improvement ideas to increase operational efficiencies within the team.

Benefits

• Company discretionary bonus scheme;
• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Wellbeing programme;
• Bike to Work Scheme;
• Full support with professional qualifications;

*after qualifying period

Knowledge, Skills and Experience

• 1-2 years of operational experience within the Financial Services industry (preferred but not essential)
• Knowledge and/or experience of administering advisory products i.e., ISA/GIA/SIPP/Bond is desirable
• Excellent attention to detail and ability to work to tight deadlines
• Proficient IT skills in core Microsoft Office systems
• Organisation and prioritisation skills
• Excellent verbal and written communication skills with an eye for detail
• Professional telephone manner

Core Requirements

• Compliance with the Financial Conduct Authority Handbook and that body’s regulations;
• Maintain an understanding of the regulatory environment commensurate with the role;
• Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures;
• Build and maintain effective relationships within The Private Office;
• Motivate and develop fellow employees;
• Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business;
• Undertake the working day in accordance with The Private Office’s Core Values.