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 ResponsibilitiesTechnology Support and 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 and 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 and 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 and Incentive Policy. The IT ..... full job details .....
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