The Platform Investment Team Leader will be charged with supporting the Platform Investment Manager to co-ordinate the Platform Investment Administration Team. They will need to ensure the team adhere to agreed processes, procedures and timelines to the highest consistent standard. In addition, the Platform Investment Team Leader will take on elements of an Platform Investment Administrator and become involved with the day to day functions of the department.
Successful applicants will have great analytical and numerical skills, attention to detail and be able to take on a varied work load, to include monitoring personal development within the team.
Candidates will have a good knowledge of platforms (specifically Wrap platforms), financial products, firm services, issues regarding advice and regulation and compliance.
Working towards the Certificate in Financial Planning or equivalent industry qualifications, working towards the Diploma in Financial Planning and minimum 5 years’ experience working for an IFA Practice;
Proven experience in working with Platforms within a Life Office or IFA Business;
Proven managerial experience within a Life Office or IFA Business.