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Platform Support Associate

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The Private Office

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Location:
United Kingdom , Leeds

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

To provide full administrative & helpdesk support to the TPO Invest Platform and TPO Wealth portal, as well as additional support services to data and reporting across Platform Services, and in turn deliver a professional, compliant, and effective service with a high focus on quality and accuracy.

Job Responsibility:

  • To be the first point of contact for TPO Invest & TPO Wealth support
  • To be the technical helpdesk support for Investment Champion D2C platform
  • Provide backup support to third party platforms, namely, Novia, Ascentric, Standard Life Wrap, Seven IM, Transact & Nucleus
  • Provide an excellent email and telephone support to internal advisers, client services and paraplanners
  • To process buy, sell, switch, rebalance and phased investment trades across all of the TPO core and non-core platforms & providers in a timely and accurate way
  • To build relationships with key suppliers and manage support tickets raised both internally and externally within agreed SLAs, company policy and procedure
  • Process and monitor any relevant business on the TPO Invest Platform
  • Track all transfer business submitted by client services to ensure its timely receipt onto the TPO Invest Platform
  • Administering any changes to the model portfolios on Core platforms and ensuring they accurately reflect the Investment Team mandate
  • Support to the rebalance project for bulk trading for any Advisory Rebalance activity
  • Contact and liaise with relevant product providers/third parties to ensure business is being processed accurately and efficiently, where appropriate
  • Arrange the setup of TPO Wealth portal access for staff and clients and ensure ongoing helpdesk queries are answered and resolved within SLAs
  • Support the collection of data and/or data feeds for both the CURO back office and the TPO Wealth portal in order for all relevant valuations to be provided accurately and efficiently
  • Support and maintain the data integrity and reporting of the TPO Invest Platform and TPO Wealth Portal
  • Develop and maintain effective relationships with colleagues and third parties
  • Be aware and act upon any compliance, risk, and quality issues
  • Provide recommendations/improvement ideas to increase operational efficiencies within the team

Requirements:

  • 1-2 years of operational experience within the Financial Services industry (preferred but not essential)
  • Knowledge and/or experience of administering advisory products i.e., ISA/GIA/SIPP/Bond is desirable
  • Excellent attention to detail and ability to work to tight deadlines
  • Proficient IT skills in core Microsoft Office systems
  • Organisation and prioritisation skills
  • Excellent verbal and written communication skills with an eye for detail
  • Professional telephone manner
  • Compliance with the Financial Conduct Authority Handbook and that body’s regulations
  • Maintain an understanding of the regulatory environment commensurate with the role
  • Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures
  • Build and maintain effective relationships within The Private Office
  • Motivate and develop fellow employees
  • Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business
  • Undertake the working day in accordance with The Private Office’s Core Values
What we offer:
  • Company discretionary bonus scheme
  • 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period
  • Private Healthcare*
  • Group Income Protection
  • Life Assurance
  • Eye Care Scheme
  • Wellbeing programme
  • Bike to Work Scheme
  • Full support with professional qualifications

Additional Information:

Job Posted:
April 05, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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