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Client Service Analyst - Platform Administrator - ISA / JISA / GIA / VCT

Posted: 10/06/26
Recruiter:Morris Sinclair Recruitment
Reference:3120666131
Type:Permanent
Salary:£28,000 - £34,000 Annual
Location:Dorset
Description: Client Service Analyst / Platform Administrator - ISA / JISA / GIA / VCT - Hybrid

Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure to the investments and adviser community offering a unique platform model devoted to championing automation and unrivalled user experience our client is focused on delivering good outcomes for their customers through exceptional service levels.

Offered on a a hybrid basis 3 days in the office / 2 days at home.

Key Responsibilities

The successful candidate will manage financial platforms administration for ISA / JISA / GIA / VCT products delivering exceptional customer service with minimal supervision once training successfully completed.

Prior financial services platform experience for ISA / JISA / GIA / VCT - is essential for this role.

Core responsibilities include:
  • Experience of customer service and platform administration for financial services environments delivering ISA / JISA / GIA / VCT product range.
  • Delivering accurate regulatory and client reporting
  • Conducting daily banking reconciliations and processes
  • Resolve product administration queries
  • Contribute to process improvement initiatives
  • Provide technical input on system enhancements
  • Build and maintain strong relationships with clients
  • Support strategic projects as needed
Required Experience & Qualities
  • Proven administration and customer service in a financial services operations environment offering a range of financial products.
  • Exceptional attention to detail with strong compliance awareness
  • Outstanding written and verbal communication abilities
  • Career focus on financial services progression
  • Flexibility for occasional client site visits
  • Resilience and composure in high-pressure situations
  • Self-motivated with strong independent working capabilities
  • Advanced organisational skills with ability to manage competing priorities
  • Proficient with Microsoft Office applications
  • Strong educational background, degree-level preferred
  • Financial services qualifications advantageous

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