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We currently require a highly motivated individual with a friendly and confident manner to provider operational support across the Group. Candidates must have previous experience and understanding of back-office systems such as Volume, Intelligent office, and will need to be able to prioritise a demanding and time-sensitive workloads. The ideal candidate will be a good communicator with the ability to develop relationships. Traveling across various offices may be required.
Job Responsibility:
Focussing on 1st line of support on technical-specific operational issues across the group
Business support and guidance of technology user queries and providing guidance
Support business needs to improve integration needs and data quality, including valuation
Liaise with software providers to resolve issues such as with CRM providers
Support technology procedural and policy changes to improve operational efficiency
Support the maintenance of systems and configuration
Identify and report system/process problems
Support testing, and building work flows to support business needs
Update and maintenance of system files
MI reporting
Due to the nature of the business, the role may also include additional tasks considered reasonable
Requirements:
A reliable individual who can manage and prioritise workloads
Previous experience working in a Financial Planning firm would be ideal
Good working knowledge of back office systems, preferably IO, volume and Platform experience is essential
Excellent planning, organisational and multi-tasking abilities
Excellent communication skills at all levels
Analytical and problem-solving skills
Flexibility/ adaptability to cope with change
Confident with IT and office software packages including Teams, Outlook, Word, Excel, and PowerPoint
A team player with a positive attitude
What we offer:
25 days holiday (rising with length of service) plus Bank Holidays
Holiday Purchase Scheme
day paid birthday leave
Life Assurance
Pension
Corporate Eyecare
'Extras' Discounts
Cyclescheme
Employee Referral Scheme
Learning & Development Programme (Perspective Academy)