Senior Technical Support Adviser

1 week ago


Witney, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

The Burford Recruitment Company are working with a leader in wealth management, work with high-net-worth individuals and companies across the UK.

They are a trusted and highly regarded business who have been established for over 30 years.


Due to continued growth, they are recruiting for a talented Senior Technical Support Advisor to join their team in Witney.


As a Senior Technical Support Adviser, you will be responsible for

  • To assist with the pre and post checking of reports
  • To assist with the maintenance and development of the company's report writing system
  • To assist with the training and support of Trainees
  • Run support groups and training for Trainee Paraplanners and Trainee Advisers
  • Create training courses via the Education Academy and roll out across the business
  • Checking of Paraplanning reports and feedback on issues or better ways of working
  • Prescreening of Adviser report requests

Skills and attributes required

  • Ideally at least 5 years' experience in the financial services industry of which a minimum of 3 years has been in a Paraplanning role or Adviser/Paraplanner training role within a firm of financial advisers
  • Knowledge of Adviser Office, Volume and Pulse dealing system
  • Mentor junior members of the team if required
  • Provide leadership for the team
  • Ability to explain complex issues in a clear and easy to understand manner
  • Grow level of technical knowledge and ensure remain up to date with changes in legislation

Additional information
My client has a friendly, supportive, and positive office culture along with an impressive list of benefits.

The Witney office boasts a spacious modern open plan-working environment, a modern conference facility to deliver seminars, training and events.


  • Generous company bonus scheme
  • 35 hour working week office based
  • Private medical insurance
  • Exam support

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