Customer Service Platform Administrator

  • Location:


  • Sector:

    Call & Contact Centre

  • Job type:

    Full Time

  • Salary:

    £20000.00 - £25000 per annum

  • Contact:

    Amy Dornan

  • Contact email:


  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Start date:


Role Title: Platform Administrator (Front Office)

Location: Edinburgh, hybrid working

Salary: £22,000 - £25,000 DOE

Contract: Fixed term contract

Hours: Monday to Friday, between 8-6pm

Are you experienced in Pensions/Financial services? And enjoy having weekends off to relax or spend with friends and family?

We are looking for individuals with a passion for providing excellent customer service for our client in Financial services!

Role Responsibilities

You will be the first point of contact for our customers and financial advisors via Inbound Telephony.

This role requires you to have knowledge of or a willingness to learn about Platform Investments including Pensions and ISAs, Platform Technology and distribution channels.

Skills & Knowledge

To be one of us you will be able to demonstrate:

  • A strong background in customer service
  • Previous experience of working in customer services, a helpdesk environment or the finance industry
  • Strong responsibility and ownership to ensure our customer requests are met in full
  • Excellent verbal and written communication skills and ability to influence stakeholders
  • The ability to put yourself in the customers shoes, suggesting ways to improve our overall customer experience

You may also have the following skills but these are not essential:

  • Previous experience of working in a Pensions or Platform environment
  • An understanding of Client Money Rules and SOX requirements
  • Already hold IOC/IAQ qualifications or be willing to study for them
  • Knowledge of Microsoft and customer technology solutions


In return, we can offer you career development and a range of financial services benefits including:

  • Non-contributory Pension between 6% and 12% dependent on age
  • Flexible benefits including private health care, income protection and life assurance with additional voluntary benefits available
  • Subsidised on-site restaurant including Subway and Costa
  • Free on-site multi-story car park


This is a full time role with a competitive salary of upto £25,000 depending on experience with great career development opportunities.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age