Platform Consultant (Investment & Pension Operations)

Permanent | £28000 - £35000 per annum + Plus Benefits & Bonus (Discretionary) | London (All) | England | 24.05.19

Platform Consultant (Investment & Pension Operations)

A rarely available Wrap Platform Consultant opportunity has become available at a leading Wrap Investment Management firm based in London.

The Wrap Platform Consultant will take responsibility for oversight and management of all UK Retail Investments offered across self-directed wrap platform to private investors and clients.

The Wrap Platform Consultant will need to account for day to day wrap platform operational risk, management of UK retail investment products, wrap technology queries and taking ownership for delivering excellent service and risk management services to the firms clients. The firm's approach is around customers first and the need to offer customers 1st class service and accounting for day to day operational issues, resolution and support strategic initiatives to improve efficiency and customer product offering and services.

Key Duties - Wrap Platform Consultant

  • Direct oversight and review of wrap platform clients and advisors; covering UK Investments relating to Pensions, ISAs, and Unit Trusts.
  • Managing all pension and self-directed investment queries, ensuring risk is mitigated and client queries handled in line with firms SLAs.
  • Front to back pension trade life cycle and daily workflow management.
  • MI reporting and review of third party vendors including FNZ platform.
  • Supporting business projects to improve efficiencies.

Prerequisite requirements & experience -

  • First-hand experience overseeing Wrap Platform Operations.
  • Experience within Wrap platforms is essential with the firm using FNZ CRM platform being highly advantageous.
  • Detailed understanding of UK Retail Investment products including ISAs, SIPPS and UK funds.
  • Management of pensions and investment operations, transfers, distribution, income, cash movements, reconciliations and fees and charges.
  • Regulatory knowledge of limits, HMRC taxation rules and pensions transfer rules.
  • Customer orientated experience, experience delivering controls, processes and system enhancements.
  • Ability to work with third party vendors to manage queries and troubleshooting.
  • A proven track record of delivering straight through processing enhancements within pension and digital platform domain.

This is an excellent career opportunity for Wrap Platform Consultant to support one of the fastest growing self-directed investment and pension platform investment management firms in London. Competitive compensation package is on offer with a market leading benefits package and opportunity to be recognized and progress to senior management position.

Please do apply early to avoid disappoint and applicants are ask to clearing evidence and highlight prior and current Wrap platform experience. Applicants meeting the prerequisite requirements will undertake a preliminary screening with us, interview and registration prior to introduction to our client.

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