Our client a local & well-established wealth management business are seeking a Senior Technical Support Advisor to join their progressive and developed team.
As the Senior Technical Support Advisor you will:
Checking of Paraplanning reports and feedback on issues or better ways of working
Pre-screening of Advisor 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 them 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, contact Claire at our Witney branch on 01993 892 526 or click 'Apply' today!
Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.
The Recruitment Group acting as an Employment Business in respect of this Permanent opportunity