Senior Technical Support Advisor

Nelson Scott LLP
Henley-On-Thames, UK
Closing date
11 Feb 2021

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Contract Type

Job Details

• 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 launching the Education Academy

Duties and Responsibilities:

• 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

• Assist with updating of Procedures Manual and ensure that it remains up to date

• To make recommendations as to how the firm's systems and procedures might be improved

• Contribute to corporate development and prosperity, assist other employees and be involved with their training as required

• Create training courses via the Education Academy and roll out across the business

• To assist in the creation, implementation and development of internal systems, in order to meet regulatory obligations, and to improve and maintain efficient working practices within the organisation

• Answer technical questions for the business

Skills and Knowledge Requirements:

• 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

• Exceptional communication skills at all levels

• Excellent organisational skills

• Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system

• Mentor junior members of the team if required

• Ideally at least 5 years' experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role or adviser/Paraplanner training role within a firm of financial advisers

• Able to work on own initiative as well as part of a team, whilst managing workloads

• Ability to work under pressure at times

• Provide leadership for the team

• Ability to explain complex issues in a clear and easy to understand manner

• Grow level of technical knowledge and ensure remain up to date with changes in legislation

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