Morgan Lloyd

Morgan LLoyd

Morgan Lloyd was established in 2003 to provide professional Pension Trustee and Administration Services for Small Self Administered Schemes (SSAS) and has enjoyed significant organic growth since this date.

We are currently looking for a Platform Executive

Platform Executive logo

Closing date: 04-01-2019

Viewpoint Portfolio is looking for a Platform Executive to join a new a growing team. The Clifton group has recently launched the Viewpoint Portfolio platform and requires a Platform Executive to handle queries from financial advisers. The successful candidate with be part of a growing team within Morgan Lloyd with excellent opportunities to progress as the team grows. The details of the role are as follows:

Job Description

  • Liaise with Viewpoint Portfolio platform technology provider
  • Handle queries from financial advisers regarding use of the platform
  • Operate platform helpdesk
  • Liaise with Discretionary Fund Managers regarding use of the platform
  • Provide training to Morgan Lloyd Customer Service and Pensions Administration team
  • Operate platform system and back office CRM
  • Adhere to company SLAs for dealing with queries
  • Contribute to ongoing development of platform services
  • Contribute to ongoing strategy for integration with third party systems
  • Feedback recommendations on how to improve the service to the rest of the business

Desired Skills and Expertise

  • Excellent telephone manner
  • Minimum of 2 years’ experience in the financial services sector
  • Experience in wrap platform administration is preferable
  • An understanding of SIPP administration is preferable
  • Effective communication style both written and verbally
  • Excellent prioritisation and organisation skills with the ability to work to deadlines
  • Good numerical skills with an eye for deal
  • Good analytical and problem-solving skills

Salary range: £22,000 – £25,000



If you are interested in applying for the position or would like more information please contact by email Vanessa Scaife
or call 01275 813700.