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 role
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
#J-18808-Ljbffr
Intelligent Office / Dynamic Planner Technology training officer, IFA firm in Horsham employer: Astral Recruitment
Join an award-winning IFA business in Godalming, where you will benefit from a well-established client base and full administrative support, allowing you to focus on delivering exceptional financial advice. With a competitive salary and uncapped earnings potential, this role offers not only financial rewards but also a supportive work culture that encourages professional growth and development. Experience the unique advantage of hybrid working while being part of a dynamic team dedicated to client success.
