Senior Technical Support Adviser

2 weeks ago


Berkshire, United Kingdom Search Consultancy Full time

Senior Technical Adviser based in Berkshire with a Wealth Management company, competitive salary with an excellent benefits package

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**Main Purpose of the Role**:
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- To assist with the pre and post checking of reports
- To assist with the maintenance and development of report writing system/s
- To assist with the training and support of Trainees

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**Duties and Responsibilities**:
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- Contribute to corporate development and prosperity, assist other employees, and be involved with their training as required
- Run support groups and training for Trainee Paraplanners and Trainee Advisers
- Create training courses via the Education Academy and roll out across the business
- To assist in the creation, implementation, and development of internal systems, to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation
- Answer technical questions for the business
- 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

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**Skills and Knowledge Requirements**:

- 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
- Willingness to undertake study
- Ability to manage own workload and work within a small team
- Knowledge of business processes, standards, policies, and procedures
- Experience within the Financial Services Industry



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