Senior Investment & Platform Operations Analyst
Our mission is to transform millions of lives by making great financial advice more accessible and affordable.
We’ve grown fast, and the next 12 months will bring some of our biggest developments yet. We’re welcoming a much larger client base onto our platform, launching new account types and introducing retirement options for our clients.
Our Investment & Platform Operations team makes these services work in practice: moving clients’ money accurately, resolving complex cases and making sure people receive the service they need at important moments in their lives.
The opportunity
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We’re looking for an investment platform operations professional with hands-on pensions experience who enjoys solving problems, supporting colleagues and improving how things work.
You’ll own complex cases from start to finish, covering pension transfers, withdrawals and wider platform administration. Over time, you’ll also help us prepare for growth by developing processes for new retirement options, strengthening controls and sharing your knowledge across the team.
This is a hands-on senior role. You’ll spend a good share of your time on day-to-day operational work: helping the team manage its workload across a range of processes and running our controls. The rest of your time will be spent in a more senior capacity, including checking colleagues’ work, handling escalations and supporting the running of the team. As the team grows, there’ll be plenty of opportunity to take on project work and help build out our processes.
You’ll join at a point where your experience can make a visible difference to both the service we deliver and the team we’re building.
What you’ll do
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- Manage cases from start to finish. Process transfers, withdrawals, letters of authority and platform administration, keeping work moving, records accurate and colleagues informed.
- Put your pensions experience into practice. Support pension transfers, withdrawals and retirement processing, and help develop the processes we’ll need as new retirement options launch.
- Resolve complex cases. Investigate non-standard requests, work with providers and internal teams to overcome delays, and support colleagues when cases need more experience or judgement.
- Check work and maintain standards. Review colleagues’ work throug...
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