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