At a Glance
- Tasks: Support adviser firms with technology, training, and data management.
- Company: Respected financial services organisation with a collaborative culture.
- Benefits: Competitive salary, hybrid work, and career progression opportunities.
- Other info: Dynamic role with ongoing development and a supportive environment.
- Why this job: Combine your tech skills with financial services to make a real impact.
- Qualifications: Experience in software training and financial services is essential.
The predicted salary is between 35000 - 40000 £ per year.
- Adviser Technology Officer
- Location: Horsham, Sussex
- Type: Permanent
- Hybrid: (Office based for first 3 months probation)
Are you experienced in software training, financial services technology, and data analysis?
Do you enjoy helping users get the most from technology while delivering excellent customer outcomes?
We are working with a well‑established and highly respected financial services organisation that supports a nationwide network of financial advisers. They are seeking an
Adviser Technology Officer to join their Operations team and play a key role in supporting adviser firms with technology, systems, training, and data management.
This is an excellent opportunity for someone with a strong blend of technical knowledge, financial services experience, and relationship‑building skills.
The Role
As an Adviser Technology Officer, you will support adviser firms in the effective use of business‑critical software and systems.
You will provide technical guidance, deliver training, assist with data migration projects, and contribute to ongoing system improvements.
Working closely with advisers and internal stakeholders, you’ll help ensure users maximise the value of the technology available to them while maintaining high standards of service and regulatory compliance.
Key Responsibilities
- Technology Support & Data Management
- Provide support and guidance on software‑related queries from adviser firms.
- Analyse, cleanse, validate, and assist with back‑office data migration projects.
- Support system configuration, licence administration, and software upgrades.
- Troubleshoot issues and work collaboratively to identify effective solutions.
- Training & User Adoption
- Deliver engaging face‑to‑face and remote software training sessions.
- Create and maintain high‑quality training materials, guides, and documentation.
- Support onboarding activities for new users and adviser firms.
- Demonstrate system functionality and benefits to prospective firms.
- Systems Development & Improvement
- Assist with the testing and implementation of system enhancements.
- Gather user feedback and provide recommendations for future improvements.
- Work closely with internal teams to help optimise processes and technology solutions.
- Compliance & Service Excellence
- Ensure all activities are carried out in line with regulatory requirements and company policies.
- Maintain a strong focus on delivering positive adviser and client outcomes.
- Keep up to date with industry developments, technology changes, and best practice.
About You
To be successful in this role, you will have
Essential Skills
- Previous experience delivering software or systems training.
- Excellent communication and presentation skills.
- Strong analytical and problem‑solving abilities.
- Advanced Microsoft Excel skills.
- The ability to explain technical concepts to non‑technical audiences.
Experience & Qualifications
- Experience within the financial services sector.
- Understanding of financial products and adviser processes.
- Experience of data analysis and data migration activities.
- Previous experience supporting business systems or adviser technology platforms.
- Financial services qualifications would be advantageous but are not essential.
- We’re Looking For Someone Who Is
- Self‑motivated and able to work independently.
- A strong team player with a collaborative approach.
- Organised, methodical, and able to manage multiple priorities.
- Customer‑focused, with a genuine desire to help others succeed.
- Adaptable and comfortable working in a changing environment.
- Committed to continuous learning and professional development.
What’s on Offer?
- Opportunity to join a respected and growing financial services organisation.
- Varied role combining technology support, training, and data projects.
- Excellent exposure to adviser technology and business systems.
- Supportive and professional working environment.
- Ongoing development and career progression opportunities.
If you’re looking for a role where you can combine your financial services experience with technology expertise and training delivery, we’d love to hear from you.
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Adviser Technology Officer in Horsham employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
StudySmarter Expert Advice🤫
We think this is how you could land Adviser Technology Officer 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 Eden Rose. 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 Eden Rose.
✨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 Eden Rose. 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 Adviser Technology Officer 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 Eden Rose 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 Eden Rose how you can be a team player!
How to prepare for a job interview at Eden Rose
✨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 Eden Rose.
✨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 Eden Rose'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!
