Platform Administration Manager

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

• 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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