At a Glance
- Tasks: Train and support financial advisers on Intelligent Office and Dynamic Planner technology.
- Company: Established IFA firm in Horsham with a focus on technology and client outcomes.
- Benefits: Competitive salary up to £40,000, bonuses, and additional benefits.
- Other info: Great opportunity for career growth in a supportive and dynamic environment.
- Why this job: Make a real difference by enhancing adviser efficiency and client satisfaction through tech training.
- Qualifications: Experience in financial services and knowledge of Intelligent Office/Dynamic Planner required.
The predicted salary is between 40000 - 40000 £ per year.
Our client is a well established medium sized IFA business based in Horsham and they are currently looking for a Technology Trainer to join the team. This role is working within the Technology department assisting the IFA's using Intelligent Office and Dynamic Planner.
The Adviser Technology Officer supports financial advisory firms within the group 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.
This is a great role for someone who has trained people in FS and has good knowledge of Intelligent Office/Dynamic Planner. Would suit maybe an experienced IFA Administrator or Paraplanner looking for a change.
Base to £40000 plus benefits and bonus. For more details call Jason at Astral.
Intelligent Office / Dynamic Planner Technology training officer, IFA firm in Horsham employer: Astral Recruitment Careers
Join an award-winning IFA business in Godalming, where you will have the unique opportunity to inherit a well-established client base from a retiring IFA. With a supportive work culture that prioritises training and development, you can expect full administrative assistance and a competitive salary package with uncapped earnings potential. This role not only offers hybrid working flexibility but also fosters a collaborative environment that encourages personal and professional growth.
Contact Details:
Astral Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Intelligent Office / Dynamic Planner Technology training officer, IFA firm in Horsham
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Astral Recruitment Careers. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Astral Recruitment Careers.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Astral Recruitment Careers. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Intelligent Office / Dynamic Planner Technology training officer, IFA firm in Horsham
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Astral Recruitment Careers and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Astral Recruitment Careers how you can be a team player!
How to prepare for a job interview at Astral Recruitment Careers
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Astral Recruitment Careers.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Astral Recruitment Careers's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
