Senior Technical Support Adviser

  • Location:


  • Sector:

    Financial Services

  • Job type:

    Full Time

  • Salary:


  • Contact:

    John Keane2

  • Contact email:


  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Start date:

    05/05/2021 15:27:20

  • Consultant:

    John Keane

Senior Technical Support Adviser based in Oxfordshire, competitive basic salary with good benefits

This is a fantastic opportunity to work for a successful growing well established Wealth Management Company

Main Purpose of the Role:

* To assist with the pre and post checking of reports
* To assist with the maintenance and development of the ' report writing system/s
* To assist with the launch of the Education Academy

Duties and Responsibilities:

* Checking of Paraplanning reports and feedback on issues or better ways of working
* Pre-screening of Adviser report requests
* Provide support in improving and updating report templates
* Assist with updating of Procedures Manual and ensure that it remains up to date
* To make recommendations as to how the firm's systems and procedures might be improved
* Contribute to corporate development and prosperity, assist other employees and be involved with their training as required
* Create training courses via the Education Academy and roll out across the business
* To assist in the creation, implementation and development of internal systems, in order to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
* Answer technical questions for the business

Skills and Knowledge Requirements:

* Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
* Mentor junior members of the team if required
* Ideally at least 5 years' experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role or adviser/Paraplanner training role within a firm of financial advisers
* Able to work on own initiative as well as part of a team, whilst managing workloads
* Ability to work under pressure at times
* Provide leadership for the team
* Ability to explain complex issues in a clear and easy to understand manner
* Grow level of technical knowledge and ensure remain up to date with changes in legislation

Additional Responsibilities and limits of Authority:

* To assist the Heads of other departments in any tasks relating to the development of business
* Any other duties which may reasonably be expected and which fall within your capabilities or general area of responsibility

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.