Financial Services Support Manager

3 weeks ago


Cardiff, United Kingdom Finlink Ltd Full time

An excellent opportunity for an individual looking to join an Independent Financial Advisory Network as a Technical Support Manager

The firm has been operating as an FCA-regulated IFA Network since 2002. They have over 20 years experience supporting hundreds of Independent Financial Advisers and thousands of clients across the UK.

The firm are looking for a experienced Technical Support Manager, specialising in XPlan software to join their friendly team. Offering a negotiable salary depending on experience. This is your opportunity to join financially secure and growing business inan exciting time of growth.

**The role**:

- Assessing the technical needs of members and staff
- Identifying gaps in the support process and amending accordingly
- Providing consultative support and build training programmes
- Creating user friendly member guidance, uundertaking training plans with new and existing members including webinars and one to one training
- Developing a troubleshooting escalation process
- Working with software providers to rectify ongoing issues & improve functionality across the group
- Support new technology implementation as required

**Qualifications and Experience**:

- Minimum of 10 years experience in a technical support role
- University Degree, Diploma, Certificate or other relevant qualification
- Good understanding of the platforms required by IFAs
- Have an expert understanding of the XPlan system and the role that it plays

**The Benefits**:
You will benefit from a competitive package and the opportunity to participate in the benefits programme including
- Pension scheme
- Death in service available after probation period
- Sick-pay
- Income Protection
- New, modern office with onsite gym


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