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  • Location: Witney, Witney
  • Salary: £53000 - £55000 per annum
  • Job Type:Permanent

Posted 9 days ago

  • Sector: Commercial
  • Contact: Louise Eaton
  • Contact Email:
  • Contact Phone: 01993 892526
  • Start Date: 2022-06-05
  • Expiry Date: 07 June 2022
  • Job Ref: J4136
Our client a local & well-established wealth management business are seeking a Senior Technical Support Adviser to join their progressive and developed team.
As the Senior Technical Support Adviser you will:
  • 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
  • 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

This role would suit a candidate who is looking for a career in Financial Services, who ideally has 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

This company offers an excellent benefits package and a great working environment.
For more information and to apply, get in touch with our Witney branch or click 'Apply Now' to submit your application.
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