Platform Investment Team Leader

Posted 9 April by Heat Recruitment Easy Apply Featured

Position: Platform Investment Team Leader

Location: Bromsgrove

Salary: £24,000 - £28,000 DOE

The client:

An experienced Platform Investment Team Leader is required to move the administration team forward. Candidates must be able to multi-task in a high pressure environment and be excellent team players.

A successful candidate will have strong written and oral communication skills, including ability to listen and follow instruction effectively with attention to detail.


Support the Platform Investment Manager to co-ordinate the services provided by group

Comply with the Financial Services and Markets Act 2000, the FCA Statements of Principle & Code of Practice and the relevant FCA rules at all times;

Comply with the relevant Compliance, TCF, T&C and Financial Crime Procedures of the firm at all times;

Ensure all dealings with colleagues are carried out in a professional and courteous manner.

Assist in the co-ordination of the service that the Platform Investment Team offers with an understanding of the need to manage clients and colleagues expectations;

Ensuring client records are accurate and kept up to date;

Assist in the co-ordination of the portfolio changes to advisory clients on a quarterly basis;

What’s needed for me to be considered?

Analytical and numerical ability - able to analyse and interpret data, evaluate data and make recommendations based on data and market trends;

Take personal responsibility for own professional development - maintain technical knowledge;

Planning and organising skills - able to manage multiple tasks effectively;

Able to prioritise and work under pressure to strict deadline;

Attention to detail when producing data, reports, or other analysis;

Strong written and oral communication skills, including ability to listen effectively;

Able to identify, diagnose, prioritise and offer a variety of solutions to solve problems;

Will understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively.

What next?

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Reference: 34863143

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