Nucleus Financial
Client Administration Manager
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Client Administration Manager
Client Administration Team Head (Operations)
Role is based in London
About the Company
Third Platform Services (TPS) was founded in 2016 and is part of the Nucleus Group. We provide a Model B clearing, custody, and dealing service to FCA-regulated wealth and investment management firms.
Our commitment to excellence is driven by:
- Modern automated technology
- A dedicated client services team
- Highly experienced operational staff
- A strong compliance support function
Our mission is to consistently deliver the highest levels of service to our customers.
Job Purpose
To lead and oversee the Client Administration function within TPS Operations, with responsibility for:
- Driving operational excellence
- Strengthening controls
- Developing junior talent
- Producing meaningful Management Information (MI) to support senior management oversight and decision-making
Leadership & People Management
As the Team Head, you will:
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Build and maintain a high-performing team with shared ownership of results.
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Lead the Junior Recruitment Programme, including:
- Candidate assessment
- Onboarding processes
- Structured development pathways.
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Conduct Team Resource Planning and recruit new talent (both internal and external hiring).
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Agree on business and development objectives with team members to drive performance and growth.
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Manage the team’s workplan and task allocation to ensure effective performance.
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Develop team members to their full potential through:
- Mentoring
- Coaching
- Structured training plans
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Communicate company and business updates to the team.
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Conduct regular formal and informal reviews to track progress and wellbeing.
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Handle grievances, absence management, and disciplinary processes.
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Oversee holiday approvals and expenses on behalf of senior leadership.
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Operational Oversight
You will handle complex tasks and queries effectively, making key decisions with minimal direction. Your responsibilities include:
Transaction Processing & Reconciliation
- Reconcile client accounts for accurate asset recording.
- Record cash received into client accounts.
- Process management fees.
- Process US tax forms (W-8 documentation).
- Submit transaction reports.
- Analyse transaction reporting files and investigate rejections.
- Process various asset types:
- Equities
- Bonds
- Funds
- Handle different account types:
- GIAs
- SIPPs
- ISAs
Specialist Administrative Functions
- Manage ISAs, including:
- Maintaining accurate documentation.
- Posting subscriptions.
- Submitting annual ISA returns.
- Process outgoing payments.
- Manage ad hoc customer queries.
- Identify control gaps and drive continuous improvement.
- Set up and maintain the security universe.
- Complete ad hoc static data tasks.
- Run regular client money interest calculations.
- Attend and contribute to OPS Committee meetings, including:
- Creating monthly Management Information (MI).
- Analysing and presenting data on:
- Operational performance
- Risk indicators
- Service levels
Specialist / Technical Requirements
Essential:
- Experience in leading a team, including:
- Recruitment & onboarding
- Performance management
- Employee development & reviews
- Handling employee issues
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Industry experience in investment operations, with a deep understanding of:
- Equities, bonds, and funds
- GIAs, SIPPs, and ISA regulations.
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Strong knowledge of ISA regulations and operational processes.
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Previous experience working with either a custodian or investment management firm.
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Proficiency in Microsoft Office (especially Excel).
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Essential IT skills, including data management and reporting.
Advantageous:
- Knowledge of Tercero / Crest / Nexen / Aegon (investment software).
- Industry certifications or qualifications (e.g., CISI).
Why Join Us?
Our Culture
We believe people and partnership make the difference. Our environment fosters:
- Collaboration
- Recognition of effort
- A positive work experience.
We set ourselves apart with our focus on dé escenas.-style culture, values, and social responsibility.
Inclusion & Diversity
At Nucleus, we prioritise inclusion and diversity as part of our core strategy for:
- Industry relevance
- Broadened perspectives
- Better problem-solving
- Product development that reflects customer needs.
We are committed to:
- Tackling bias and promoting fair, balanced, and transparent financial services.
Benefits
A supportive and rewarding work environment with:
- Non-contributory pension scheme.
- Performance-based bonuses.
- Enhanced parental leave.
- Emergency paid leave.
- Health and wellbeing initiatives.
- Flexible working options.
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Jessica, London
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