How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Platform Service Manager
Frontline Service & Support Specialist – 7IM Platform
Purpose
To provide office-based frontline telephone and email support to 7IM platform clients, including financial planners, paraplanners, and wealth managers.
The role entails:
- Developing strong, service-driven client relationships
- Providing outstanding support for all platform-related queries
- Collaboration with Regional Platform Relationship Managers and the Operations team to ensure exceptional customer service
Responsibilities
- Efficiently and effectively resolve telephone and email requests from intermediaries, with appropriate escalation when necessary
- Ensure calls are answered promptly and handled professionally, managing expectations with a clear, consultative approach
- Take full ownership of client queries, analysing and proposing solutions with expert knowledge of 7IM systems, tax rules, and processes
- Administer a pooled account service model for assigned intermediary firms on a rotation basis, executing scheduled tasks
- Ensure timely, accurate, and relevant communication (emails, letters, platform updates) with all clients and intermediaries
- Liaise closely with the Operations team to prevent errors and optimise service delivery
- Plan and prioritise workflow with Platform Relationship Managers and Regional Teams, particularly during peak reporting periods
- Input and maintain data on the 7IM platform and relationship management systems, including processing ISA subscriptions and payment instructions (HMRC/7IM compliance)
- Assist in the development and testing of the 7IM platform, including contributing to user acceptance testing scripts
- Continuously review and improve processes to enhance service levels and operational efficiency:
- Streamline task workflows
- Identify system and procedural enhancements
- Provide feedback on external-facing platform improvements
- Comply with FCA rules (Consumer Duty), prioritising fair treatment and adherence to 7IM’s mission
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
"Other duties as reasonably required by your line manager and 7IM" may include additional support tasks.
About You
Key Areas of Knowledge
- Comprehensive understanding of the UK platform market, including:
- Regulatory environment
- Tax wrappers (ISAs, pensions, SIPPs)
- Familiarity with Pershing systems and procedures (desirable)
- Exposure to retail investments and advisory processes (an advantage)
- Awareness of relevant financial services regulations and policy frameworks
- Strong grasp of online financial advisory tools and industry software
Professional Skills & Attributes
Core Technical Skills
✔ Impeccable telephone manner – ability to:
- Troubleshoot and resolve queries actively with empathy
- Build strong rapport with wealth managers
- Data accuracy & detail-orientation – confident handling of:
- Technical workflows
- Multi-system data input
- Written communication – clear, concise, and structured for:
- Wealth managers
- Regional teams and relationship managers
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Soft Skills for Success
✔ Ownership & regret-free behaviour – reliable and proactive ✔ Assertive yet diplomatic communication – balancing strength with sensitivity in client interactions ✔ Numeracy – accurate processing and cross-checking of transactional and reporting data ✔ Systems adaptability – quick learning of new platforms, processes, and compliance governance ✔ Resilience – managing conflicting priorities, high volume, and ambiguity with professionalism ✔ Support for continuous improvement – driven to refine both personal development and operational efficiencies
Qualifications & Attributes
- Financial services qualifications are an asset
Required Spirit
The role demands a proactive and flexible attitude to accommodate:
- Evolving platform demands and regulatory changes
- Periods requiring extended hours in response to workload fluctuations
7IM places the highest importance on collaboration, integrity, and steadfast accountability. Candidates must understand the ethical and compliance expectations of the Financial Conduct Authority (FCA) and the principles of no harm to customers.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location