Client Service Analyst - Platform Administrator - ISA / JISA / GIA / VCT

• Experienced Client Service / Platform Administrator with ISA/JISA/GIA/VCT


• Hybrid working - 3 days in with 2 days at home. modern offices, onsite parking


• Growing financial services provider offering career progression.

Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.

Offered on a a hybrid basis 3 days in the office / 2 days at home.

Key Responsibilities

The successful candidate will manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed.

Prior financial services platform experience for ISA / JISA / GIA / VCT - is essential for this role.

Core responsibilities include:

• Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range.


• Delivering accurate regulatory and client reporting


• Conducting daily banking reconciliations and processes


• Resolve product administration queries


• Contribute to process improvement initiatives


• Provide technical input on system enhancements


• Build and maintain strong relationships with clients


• Support strategic projects as needed

• Proven administration and customer service in a financial services operations environment offering a range of financial products.


• Exceptional attention to detail with strong compliance awareness


• Outstanding written and verbal communication abilities


• Career focus on financial services progression


• Flexibility for occasional client site visits


• Resilience and composure in high-pressure situations


• Self-motivated with strong independent working capabilities


• Advanced organisational skills with ability to manage competing priorities


• Proficient with Microsoft Office applications


• Strong educational background, degree-level preferred


• Financial services qualifications advantageous

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