Senior Technical Support Adviser

  • Location

    Witney

  • Sector:

    Office & Professional

  • Job type:

    Permanent

  • Salary:

    £42000 - £45000 per annum, Benefits: Bonus

  • Contact:

    Nicky Jeffs

  • Contact email:

    njeffs@meridianbs.co.uk

  • Contact phone:

    01993 709977

  • Job ref:

    NJ-3

  • Published:

    19 days ago

  • Expiry date:

    2021-02-07

  • Startdate:

    2021-01-08

  • Consultant:

    Nicky Jeffs

A highly regarded and rapidly expnading wealth management firm are looking for an expereinced Senior Technical Support  Adviser to work from their Witney office. You will be responsible for assisting with the pre and post checking of reports, the maintenance and development of the company's report writing system/s and to assit with the launch of their exciting new Education Academy!

Duties and Responsibilities:
  •  Provide support in improving and updating report templates
  •  Assist with updating of Procedures Manual and ensure that it remains up to date
  •  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 & Experience
  • 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 
  •  Knowledge of business processes, standards, policies and procedures
  •  Experience within the Financial Services Industry 
  •  Mentor junior members of the team if required