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Platform Operations Assistant

Heat Recruitment
Closing date
26 Jul 2021

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Contract Type
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The opportunity for a platform operations assistant to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.

The Opportunity

During a period of key expansion, our client is looking for a platform operations assistant to support the Head of Platform Operations. The firm has the flexibility to mould the perfect opportunity around each person's specific skillset, so the role can be tailored.

Responsibilities include but are not limited to:
  • Placing trades in good time (some are high value transactions)
  • Booking trades in the inhouse system
  • Reporting trades to administrators/custodians in good time
  • Stock and cash transfers in/out
  • Liaising with investment managers and custodians/administrators
  • Assisting in projects

What's needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -
  • Graduate or 1-2 years in Financial Services
  • Applied experience with Microsoft Excel
  • Curiosity for solving business problems
  • High level of analytical capability and good communication skills

What's next?

Apply today to be considered for this opportunity. 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
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