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Platform Operations Analyst
Hinduja Tech LimitedPlatform Operations Analyst in a fintech company enhancing operational processes and solving complex issues. Collaborating with teams and managing day-to-day platform operations in a dynamic environment.
About the role
Key responsibilities & impact- Managing manual processing for transfers, trades, and cash movements that fall outside automated workflows.
- Reconciling unidentified deposits and resolving fee discrepancies.
- Monitoring and resolving platform exceptions - failed trades, failed cash movements, and more.
- Instructing client orders outside the scope of standard automated processes.
- Supporting complex pension drawdown cases, liaising with advisers and our platform provider.
- Managing client life event processes - Powers of Attorney, Pension Sharing Orders, bereavement cases.
- Managing ISA void, repair and cancellation processes.
- Working alongside the Adviser Success Team to investigate and resolve adviser queries end-to-end.
- Owning the resolution of operational issues rather than passing them on.
- Supporting the sales journey where appropriate with early technical guidance.
- Spotting inefficiencies and proposing fixes, we want your ideas.
- Feeding operational insight back to the product team to support platform development.
- Taking ownership of ad-hoc projects as the platform continues to scale.
Requirements
What you’ll need- Experience in platform operations is a genuine advantage, but it’s not the only path in; what matters is that your background has given you the right skills and mindset.
- You’re hungry - you want to do good work, grow fast, and not wait to be told what to do.
- You’re adaptable - this platform is evolving, and the role will evolve with it.
- You’re a problem-solver - when something breaks, you want to understand it and fix the root cause, not paper over it.
- You’re precise - operations work is detail work, and you take accuracy seriously.
- You’re a team player who’s also comfortable owning things independently.
- A solid grasp of retail investment products - equities, fixed income, OEICs/unit trusts.
- Familiarity with tax wrappers - ISAs, GIAs, Pensions, Onshore/Offshore Bonds.
- Understanding of the financial advice process and the role of a DFM and MPS.
- Proficiency in Microsoft Excel and Office suite.
- Comfortable with data analysis and extracting data insight.
- A solid understanding of the general AI landscape and experience with specific tools such as Claude.
- Work experience in a DFM or MPS business (nice to have).
- Exposure to platform technology and fintech tools (nice to have).
- Partial or full completion of a relevant qualification is a plus - IOC, IMC, Diploma in Investment Operations / Financial Planning (nice to have).
Benefits
Comp & perks- Competitive salary, dependent on experience
- Non-contributory pension scheme
- 28 days holiday plus bank holidays
- Non-contractual bonus scheme
- Potential to join company option scheme
- Insurance plans
- Cost of relevant professional qualifications and memberships
- Hybrid working (2 days in the London office per week)
- Flexible hours (depending on team requirements)
- Wellbeing support
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisfinancial advice processretail investment productsequitiesfixed incomeOEICsunit truststax wrappersISAspensions
Soft Skills
problem-solvingadaptabilityattention to detailteam playerindependenceinitiativecommunicationoperational insightownershipcreativity
Certifications
IOCIMCDiploma in Investment OperationsDiploma in Financial Planning