SaaS Administrator - Wealth Management

SaaS Administrator - Wealth Management

Excellent opportunity opens for an experienced SaaS & IT Support Specialist to deliver high-quality IT support across the business. This role sits within the IT Support function and works closely with the Systems Development team, ensuring the availability, security, and ongoing improvement of SaaS platforms and IT systems within a regulated financial services environment. This role offers the possibility to play a key part in supporting and enhancing the technology that underpins the business, working across a modern SaaS environment within a established Wealth Management organisation.

Main Responsibilities SaaS Administration

• Provide day-to-day administration of SaaS platforms including Microsoft Azure, Intune, Zoom, and related technologies.

• Monitor, evaluate, and implement new SaaS features and functionality as required.

• Maintain security baselines and ensure all SaaS platforms meet internal governance and compliance requirements.

• Diagnose and resolve technical and functional issues across SaaS applications.

New SaaS Products & Projects

• Support the Head of SaaS in investigating new SaaS products, tools, and solutions.

• Assist with SaaS-related projects, including planning, implementation, and change initiatives.

Support & Escalation

• Act as a senior point of support for the IT Support team on SaaS-related matters.

• Serve as an escalation point for complex or high-impact incidents.

• Assist with incident management, including communication during outages and coordination with third-party providers.

Key Skills & Requirements Technical Experience

• 5+ years' experience in an IT role supporting both on-premises and cloud environments.

• Strong knowledge of Active Directory and associated configurations.

• Experience supporting and deploying desktops, laptops, and smartphones.

• Solid understanding of IT technologies and services used within a financial services environment.

• Strong knowledge of Microsoft Cloud Services, including Microsoft 365 and Azure.

• Good understanding of telephony systems and related concepts.

Core Competencies

• Getting Things Done: Able to prioritise effectively, meet deadlines, and perform under pressure.

• Communication & Knowledge Sharing: Clear, confident communicator with strong documentation and record-keeping skills.

• Customer Service: Proactive, solution-focused approach aligned with TCF principles.

• Effectiveness & Adaptability: Comfortable managing a high workload while driving continuous improvement and adapting to change.

• Team Working: Collaborative, supportive team player who actively shares knowledge and expertise.

SaaS Administration, IT Support, Microsoft 365, Azure, Intune, Active Directory, Cloud Services, Financial Services IT, Incident Management, Escalation Support, SaaS Security & Compliance, Desktop & Mobile Support, Telephony Systems, Stakeholder Support, IT Projects, Wealth Management