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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