Flair for Recruitment
Platform Administration Manager
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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.
The Role:
- 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
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About You:
- 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
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This is a great opportunity to lead a growing team and have real influence across the wider business.
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