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.
Leading, coaching and developing the Platform Administration team
Managing the relationship with the external platform technology provider
Overseeing platform operations, controls, reconciliations and service levels
Supporting adviser relationships and acting as a key escalation point
Overseeing model portfolios, DFM relationships and fee accuracy
Producing management and governance reporting
Leading platform training for advisers and support teams
Using AI, data and technology to improve efficiency and client outcomes
Working with Compliance, Risk and Operations on governance and controls
Experience in platform operations or oversight
Strong knowledge of the UK investment platform and adviser market
Experience with platform migrations
Knowledge of model portfolios, DFM services and investment wrappers
Experience managing third-party technology/service providers
Previous team leadership experience
Strong analytical, organisational and communication skills
A proactive, improvement-focused approach
This is a great opportunity to lead a growing team and have real influence across the wider business.
Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.
