Platform Support Associate

The Private Office

Leeds, , UK
Base: not specified; bonus/equity: compyny discret...
On-site
Administrative and helpdesk support
Investment platform trade processing
Technical helpdesk support
The role involves providing full administrative and helpdesk support to the TPO Invest Platform and TPO Wealth portal, ensuring a professional, compliant, and effective service with a high focus on quality and accuracy

Job Summary

  • The role involves providing full administrative and helpdesk support to the TPO Invest Platform and TPO Wealth portal, ensuring a professional, compliant, and effective service with a high focus on quality and accuracy.
  • Benefits include a company discretionary bonus scheme, private healthcare after a qualifying period, 24 holidays increasing to 26, group income protection, life assurance, and support with professional qualifications.
  • The position requires compliance with the Financial Conduct Authority Handbook and maintaining awareness of risk-related issues while fostering positive relationships within the company and with third parties.

Matching Summary

The role involves providing full administrative and helpdesk support to the TPO Invest Platform and TPO Wealth portal, ensuring a professional, compliant, and effective service with a high focus on quality and accuracy.

Salary

Base: Not specified; Bonus/Equity: Company discretionary bonus scheme; Benefits: Private Healthcare, Group Income Protection, Life Assurance, Eye Care Scheme, Wellbeing programme, Bike to Work Scheme

Skills & Requirements

Must-have

  • administrative and helpdesk support
  • investment platform trade processing
  • technical helpdesk support
  • data integrity and reporting
  • relationship management with suppliers
  • compliance with FCA regulations

Nice-to-have

  • excellent verbal and written communication
  • organisation and prioritisation skills
  • professional telephone manner
  • attention to detail
  • support with professional qualifications
  • wellbeing and employee benefits

Key Requirements

  • 1-2 years operational experience in Financial Services
  • knowledge of advisory products administration
  • compliance with FCA Handbook
  • understanding of regulatory environment
  • ability to meet tight deadlines

Work Rights

Not specified

Tailored Resume

Cover Letter