IT Advisor

The IT Adviser - Office Based and After 3 months probation - Hybrid

This role is 3 prong, IT Support, Data Analysis and Training Support financial advisory firms by delivering technology assistance, data analysis, and software training to ensure effective use of systems and high-quality client outcomes. The role combines technical support, system implementation, training delivery, and contribution to ongoing system improvements, while maintaining strong compliance standards and a focus on adviser and client needs.

IT Advisor Core Responsibilities Technology Support & Data:

• Respond to software-related queries from member firms.
• Analyse, cleanse, and assist in migration of back-office data
• Assist with software configuration, license administration, and system upgrades.

Training & Implementation:

• Deliver high-quality training for new and existing users on both a face to face and remote basis.
• Maintain accurate, up-to-date training manuals and supporting documentation.
• Demonstrate system functionality to potential new Financial Advisory Firms. Systems Improvement:
• Support testing of network-driven system enhancements.
• Provide structured, actionable feedback to inform system development.

Client & Compliance Focus:

• Uphold the companies commitment to delivering outcomes that prioritise Client Best Interests.
• Maintain full compliance with all the companies policies, especially the Conflict-of-Interest Policy and the Inducement & Incentive Policy.

The IT Advisor key skills ;- Essential Skills

• Proven training experience.
• Excellent written and verbal communication skills.
• Strong analytical and problem-solving ability.
• Advanced knowledge of Excel.

Qualifications & experience

• Financial Services qualifications preferred
• Experience within financial services and understanding of financial products.
• Experience delivering software training to non-technical users.
• Experience in undertaking data analysis