Job Description
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